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Howe & Rusling’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-890
Closed -$25.3K – 337
2022
Q4 		$25.3K Buy
+890
New +$25.1K ﹤0.01% 259

Other funds holding SPBO

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's SPBO Position: Q1 2023 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2023, closing a stake of 890 shares — an estimated $25.3K sold.

Howe & Rusling first reported a position in SPBO in Q4 2022 and held it in 1 quarter. The position peaked at $25.3K in Q4 2022. 92 funds tracked by Wall St. Rank hold SPBO as of Q1 2023.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Howe & Rusling sold 890 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2023, an estimated $25.3K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR Portfolio Corporate Bond ETF position peaked at $25.3K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2023.

Based on Howe & Rusling's 13F filing for Q1 2023, filed 15 May 2023.