Independent Advisor Alliance’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Independent Advisor Alliance’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	–	Sell	-71,673	Closed	-$2.08M	–	1542
2026 Q1	$2.08M	Buy	+71,673	New	+$2.1M	0.02%	547
2025 Q1	–	Sell	-50,228	Closed	-$1.44M	–	1285
2024 Q4	$1.44M	Buy	+50,228	New	+$1.47M	0.02%	616
2020 Q1	–	Sell	-9,199	Closed	-$311K	–	797
2019 Q4	$311K	Buy	+9,199	New	+$310K	0.01%	670

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

Independent Advisor Alliance's SPBO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 71,673 shares — an estimated $2.08M sold.

Independent Advisor Alliance first reported a position in SPBO in Q4 2019 and held it in 3 quarters. The position peaked at $2.08M in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 71,673 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $2.08M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.08M in Q1 2026.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.