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

IFG 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
2026 Q2	$726	Buy	+25	New	+$725	﹤0.01%	2215
2023 Q3	–	Sell	-222,050	Closed	-$6.41M	–	543
2023 Q2	$6.41M	Buy	222,050 +4,730	+2%	+$137K	0.57%	39
2023 Q1	$6.36M	Buy	217,320 +9,277	+4%	+$269K	0.59%	34
2022 Q4	$5.9M	Sell	208,043 -5,396	-3%	-$152K	0.59%	37
2022 Q3	$5.93M	Buy	213,439 +190,908	+847%	+$5.64M	0.54%	39
2022 Q2	$666K	Sell	22,531 -761	-3%	-$23K	0.07%	252
2022 Q1	$745K	Sell	23,292 -6,474	-22%	-$214K	0.08%	242
2021 Q4	$1.04M	Sell	29,766 -1,043	-3%	-$36.5K	0.1%	199
2021 Q3	$1.08M	Buy	30,809 +590	+2%	+$21K	0.12%	194
2021 Q2	$1.07M	Buy	+30,219	New	+$1.05M	0.12%	194

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

IFG Advisory's SPBO Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 25 shares worth $726. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPBO as recently as Q2 2023.

IFG Advisory first reported a position in SPBO in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.41M in Q2 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

IFG Advisory held 25 shares of State Street SPDR Portfolio Corporate Bond ETF worth $726 as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2215 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and has held it in 10 quarters since.
IFG Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $6.41M in Q2 2023.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.