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Grey Fox Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-1,093
Closed -$32K – 445
2023
Q1 		$32K Buy
+1,093
New +$31.7K 0.02% 224

Other funds holding SPBO

DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Grey Fox Wealth Advisors's SPBO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2023, closing a stake of 1,093 shares — an estimated $32K sold.

Grey Fox Wealth Advisors first reported a position in SPBO in Q1 2023 and held it in 1 quarter. The position peaked at $32K in Q1 2023. 97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,093 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2023, an estimated $32K.
  • Grey Fox Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $32K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.