Great Valley Advisor Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Great Valley Advisor Group’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Sell	7,598 -38	-0.5%	-$1.1K	﹤0.01%	954
2026 Q1	$222K	Sell	7,636 -158	-2%	-$4.63K	﹤0.01%	925
2025 Q4	$229K	Buy	7,794 +619	+9%	+$18.3K	﹤0.01%	854
2025 Q3	$213K	Sell	7,175 -514	-7%	-$15K	﹤0.01%	874
2025 Q2	$224K	Sell	7,689 -7,273	-49%	-$209K	0.01%	833
2025 Q1	$434K	Sell	14,962 -3,686	-20%	-$106K	0.01%	627
2024 Q4	$534K	Sell	18,648 -23,145	-55%	-$676K	0.01%	565
2024 Q3	$1.26M	Sell	41,793 -600,176	-93%	-$17.7M	0.03%	391
2024 Q2	$18.4M	Buy	641,969 +70,504	+12%	+$2.02M	0.52%	47
2024 Q1	$16.6M	Buy	571,465 +150,542	+36%	+$4.37M	0.51%	48
2023 Q4	$12.4M	Buy	420,923 +250,350	+147%	+$7.01M	0.43%	60
2023 Q3	$4.7M	Buy	+170,573	New	+$4.83M	0.2%	128

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Great Valley Advisor Group's SPBO Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.5% in Q2 2026, selling an estimated $1.1K and leaving 7,598 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Great Valley Advisor Group first reported a position in SPBO in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.4M in Q2 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Great Valley Advisor Group held 7,598 shares of State Street SPDR Portfolio Corporate Bond ETF worth $221K as of Q2 2026.
Great Valley Advisor Group sold 38 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.1K.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #954 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $18.4M in Q2 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.