Invenio Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Invenio Wealth Partners’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	$621K	Hold	21,377	–	–	0.22%	50
2026 Q1	$621K	Hold	21,377	–	–	0.25%	45
2025 Q4	$627K	Hold	21,377	–	–	0.23%	50
2025 Q3	$633K	Hold	21,377	–	–	0.23%	51
2025 Q2	$625K	Hold	21,377	–	–	0.25%	48
2025 Q1	$621K	Hold	21,377	–	–	0.26%	45
2024 Q4	$612K	Hold	21,377	–	–	0.26%	49
2024 Q3	$642K	Buy	+21,377	New	+$630K	0.28%	46

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 $3.69B AUM 15.82% 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

Invenio Wealth Partners's SPBO Position: Q2 2026 in Review

Invenio Wealth Partners held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 21,377 shares worth $621K. The position accounts for 0.22% of the portfolio, ranked #50.

Invenio Wealth Partners first reported a position in SPBO in Q3 2024 and has held it in 8 quarters since. The position peaked at $642K in Q3 2024. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Invenio Wealth Partners held 21,377 shares of State Street SPDR Portfolio Corporate Bond ETF worth $621K as of Q2 2026.
Invenio Wealth Partners left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 0.22% of Invenio Wealth Partners's portfolio in Q2 2026, its #50 holding.
Invenio Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Invenio Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $642K in Q3 2024.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.