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
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

RWP

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

DJSG

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IFG Advisory's SPBO Position: Q3 2023 in Review

IFG Advisory sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2023, closing a stake of 222,050 shares — an estimated $6.41M sold.

IFG Advisory first reported a position in SPBO in Q2 2021 and held it in 9 quarters. The position peaked at $6.41M in Q2 2023. 107 funds tracked by Wall St. Rank hold SPBO as of Q3 2023.

IFG Advisory reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
IFG Advisory sold 222,050 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2023, an estimated $6.41M.
IFG Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and held it in 9 quarters.
IFG Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $6.41M in Q2 2023.
107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2023.

Based on IFG Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.