Jackson Creek Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Jackson Creek Investment 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 Q3	–	Sell	-8,726	Closed	-$250K	–	352
2024 Q2	$250K	Sell	8,726 -9,174	-51%	-$262K	0.09%	279
2024 Q1	$521K	Sell	17,900 -3,066	-15%	-$89K	0.19%	243
2023 Q4	$617K	Buy	20,966 +391	+2%	+$11K	0.24%	212
2023 Q3	$567K	Buy	20,575 +159	+0.8%	+$4.5K	0.24%	214
2023 Q2	$590K	Buy	20,416 +275	+1%	+$7.95K	0.24%	214
2023 Q1	$589K	Buy	20,141 +2,053	+11%	+$59.6K	0.25%	217
2022 Q4	$513K	Buy	+18,088	New	+$510K	0.23%	230

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

AWM

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

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

CWM

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Jackson Creek Investment Advisors's SPBO Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2024, closing a stake of 8,726 shares — an estimated $250K sold.

Jackson Creek Investment Advisors first reported a position in SPBO in Q4 2022 and held it in 7 quarters. The position peaked at $617K in Q4 2023. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

Jackson Creek Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 8,726 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $250K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Jackson Creek Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $617K in Q4 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.