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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return