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

Interactive Financial 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
2023
Q1 		– Sell
-6,571
Closed -$186K – 145
2022
Q4 		$186K Buy
6,571
+2,991
+84% +$84.3K 0.11% 88
2022
Q3 		$99K Buy
+3,580
New +$106K 0.06% 105

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Interactive Financial Advisors's SPBO Position: Q1 2023 in Review

Interactive Financial Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2023, closing a stake of 6,571 shares — an estimated $186K sold.

Interactive Financial Advisors first reported a position in SPBO in Q3 2022 and held it in 2 quarters. The position peaked at $186K in Q4 2022. 91 funds tracked by Wall St. Rank hold SPBO as of Q1 2023.

  • Interactive Financial Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 6,571 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2023, an estimated $186K.
  • Interactive Financial Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Interactive Financial Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $186K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.