Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Halbert Hargrove Global 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
2026 Q2	$146	Hold	5	–	–	﹤0.01%	685
2026 Q1	$146	Buy	5 +2	+67%	+$59	﹤0.01%	361
2025 Q4	$89	Hold	3	–	–	﹤0.01%	360
2025 Q3	$89	Hold	3	–	–	﹤0.01%	727
2025 Q2	$88	Hold	3	–	–	﹤0.01%	310
2025 Q1	$88	Hold	3	–	–	﹤0.01%	639
2024 Q4	$86	Buy	+3	New	+$88	﹤0.01%	302

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

Halbert Hargrove Global Advisors's SPBO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 5 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Halbert Hargrove Global Advisors first reported a position in SPBO in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Halbert Hargrove Global Advisors held 5 shares of State Street SPDR Portfolio Corporate Bond ETF worth $146 as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #685 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.