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IHT Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

IHT Wealth Management’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 		$11.4M Buy
393,988
+6,275
+2% +$182K 0.24% 85
2026
Q1 		$11.3M Sell
387,713
-1,677
-0.4% -$49.2K 0.26% 84
2025
Q4 		$11.4M Sell
389,390
-171,914
-31% -$5.08M 0.28% 82
2025
Q3 		$16.6M Buy
561,304
+455,144
+429% +$13.3M 0.42% 52
2025
Q2 		$3.1M Buy
106,160
+8,536
+9% +$245K 0.09% 231
2025
Q1 		$2.83M Buy
+97,624
New +$2.81M 0.09% 214
2023
Q4 		– Sell
-773,168
Closed -$21.3M – 1025
2023
Q3 		$21.3M Sell
773,168
-66,562
-8% -$1.88M 1.08% 15
2023
Q2 		$24.2M Sell
839,730
-110,305
-12% -$3.19M 1.26% 13
2023
Q1 		$27.8M Buy
950,035
+625,195
+192% +$18.1M 1.59% 7
2022
Q4 		$9.22M Buy
+324,840
New +$9.16M 0.58% 33
2022
Q1 		– Sell
-5,809
Closed -$202K – 840
2021
Q4 		$202K Buy
+5,809
New +$203K 0.01% 748
2020
Q2 		– Sell
-26,051
Closed -$851K – 634
2020
Q1 		$851K Buy
+26,051
New +$878K 0.12% 188

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

IHT Wealth Management's SPBO Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.6% in Q2 2026, buying an estimated $182K and bringing the position to 393,988 shares worth $11.4M. The position accounts for 0.24% of the portfolio, ranked #85.

IHT Wealth Management first reported a position in SPBO in Q1 2020 and has held it in 12 quarters since. The position peaked at $27.8M in Q1 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • IHT Wealth Management held 393,988 shares of State Street SPDR Portfolio Corporate Bond ETF worth $11.4M as of Q2 2026.
  • IHT Wealth Management bought 6,275 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $182K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.24% of IHT Wealth Management's portfolio in Q2 2026, its #85 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and has held it in 12 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $27.8M in Q1 2023.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.