IFP Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

IFP Advisors’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	$15.7K	Buy	+542	New	+$15.7K	﹤0.01%	3122
2025 Q1	–	Sell	-337	Closed	-$9.65K	–	4608
2024 Q4	$9.65K	Hold	337	–	–	﹤0.01%	2531
2024 Q3	$10.1K	Buy	+337	New	+$9.94K	﹤0.01%	2421
2023 Q3	–	Sell	-5,931	Closed	-$171K	–	3524
2023 Q2	$171K	Buy	5,931 +4,144	+232%	+$120K	0.01%	1094
2023 Q1	$55.4K	Buy	1,787 +304	+20%	+$8.82K	﹤0.01%	1523
2022 Q4	$46K	Sell	1,483 -1,111	-43%	-$31.3K	﹤0.01%	2303
2022 Q3	$80K	Buy	2,594 +1,825	+237%	+$53.9K	﹤0.01%	2016
2022 Q2	$24K	Hold	769	–	–	﹤0.01%	2706
2022 Q1	$24K	Buy	+769	New	+$25.4K	﹤0.01%	2706

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

IFP Advisors's SPBO Position: Q2 2026 in Review

IFP Advisors opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 542 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #3122 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SPBO as recently as Q4 2024.

IFP Advisors first reported a position in SPBO in Q1 2022 and has held it in 9 quarters since. The position peaked at $171K in Q2 2023. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

IFP Advisors held 542 shares of State Street SPDR Portfolio Corporate Bond ETF worth $15.7K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new IFP Advisors position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3122 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2022 and has held it in 9 quarters since.
IFP Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $171K in Q2 2023.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.