JWCA
SPBO icon

J.W. Cole Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

J.W. Cole 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
2024
Q4 		– Sell
-9,814
Closed -$295K – 992
2024
Q3 		$295K Buy
+9,814
New +$289K 0.01% 779
2024
Q2 		– Sell
-34,552
Closed -$1.01M – 943
2024
Q1 		$1.01M Buy
+34,552
New +$1M 0.05% 340
2023
Q3 		– Sell
-115,094
Closed -$3.32M – 792
2023
Q2 		$3.32M Buy
+115,094
New +$3.33M 0.24% 104

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.W. Cole Advisors's SPBO Position: Q4 2024 in Review

J.W. Cole Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 9,814 shares — an estimated $295K sold.

J.W. Cole Advisors first reported a position in SPBO in Q2 2023 and held it in 3 quarters. The position peaked at $3.32M in Q2 2023. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

  • J.W. Cole Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,814 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $295K.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • J.W. Cole Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.32M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.