Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$101K	Buy	3,559 +41	+1%	+$1.2K	0.08%	150
2024 Q3	$105K	Buy	3,518 +33	+0.9%	+$973	0.03%	347
2024 Q2	$100K	Buy	3,485 +117	+3%	+$3.35K	0.03%	352
2024 Q1	$98.1K	Sell	3,368 -478	-12%	-$13.9K	0.03%	348
2023 Q4	$113K	Buy	3,846 +157	+4%	+$4.4K	0.04%	316
2023 Q3	$102K	Buy	+3,689	New	+$104K	0.04%	311
2023 Q1	$91K	Buy	+3,112	New	+$90.3K	0.03%	325
2022 Q4	–	Sell	-638	Closed	-$17K	–	1009
2022 Q3	$17K	Buy	+638	New	+$18.9K	0.01%	617

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

DJSG

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPBO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.2% in Q4 2024, buying an estimated $1.2K and bringing the position to 3,559 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #150.

Householder Group Estate & Retirement Specialist first reported a position in SPBO in Q3 2022 and has held it in 8 quarters since. The position peaked at $113K in Q4 2023. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,559 shares of State Street SPDR Portfolio Corporate Bond ETF worth $101K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 41 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $1.2K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #150 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Corporate Bond ETF position peaked at $113K in Q4 2023.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.