HAG
SPBO icon

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

HighPoint 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 		$5.01M Sell
172,535
-86,562
-33% -$2.51M 0.18% 114
2026
Q1 		$7.52M Buy
259,097
+103,565
+67% +$3.04M 0.32% 69
2025
Q4 		$4.56M Buy
+155,532
New +$4.59M 0.1% 183

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

HighPoint Advisor Group's SPBO Position: Q2 2026 in Review

HighPoint Advisor Group reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 33% in Q2 2026, selling an estimated $2.51M and leaving 172,535 shares worth $5.01M. The position accounts for 0.18% of the portfolio, ranked #114.

HighPoint Advisor Group first reported a position in SPBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.52M in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • HighPoint Advisor Group held 172,535 shares of State Street SPDR Portfolio Corporate Bond ETF worth $5.01M as of Q2 2026.
  • HighPoint Advisor Group sold 86,562 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $2.51M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.18% of HighPoint Advisor Group's portfolio in Q2 2026, its #114 holding.
  • HighPoint Advisor Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.52M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.