Harbor Investment Advisory’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Harbor Investment Advisory’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
2022 Q2	–	Sell	-500	Closed	-$16K	–	1403
2022 Q1	$16K	Hold	500	–	–	﹤0.01%	979
2021 Q4	$17K	Hold	500	–	–	﹤0.01%	967
2021 Q3	$18K	Hold	500	–	–	﹤0.01%	969
2021 Q2	$18K	Hold	500	–	–	﹤0.01%	919
2021 Q1	$17K	Buy	500 +125	+33%	+$4.39K	﹤0.01%	900
2020 Q4	$14K	Buy	+375	New	+$13.4K	﹤0.01%	879

Other funds holding SPBO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Harbor Investment Advisory's SPBO Position: Q2 2022 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2022, closing a stake of 500 shares — an estimated $16K sold.

Harbor Investment Advisory first reported a position in SPBO in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q3 2021. 60 funds tracked by Wall St. Rank hold SPBO as of Q2 2022.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Harbor Investment Advisory sold 500 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2022, an estimated $16K.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $18K in Q3 2021.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2022.

Based on Harbor Investment Advisory's 13F filing for Q2 2022, filed 18 Jul 2022.