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
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

RWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.53B AUM 17.43% 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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

IFP Advisors's SPBO Position: Q1 2025 in Review

IFP Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 337 shares — an estimated $9.65K sold.

IFP Advisors first reported a position in SPBO in Q1 2022 and held it in 8 quarters. The position peaked at $171K in Q2 2023. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

IFP Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 337 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $9.65K.
IFP Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
IFP Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $171K in Q2 2023.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.