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Jacobi Capital Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Jacobi Capital Management’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 		$6.73M Buy
231,662
+30,206
+15% +$876K 0.33% 57
2026
Q1 		$5.85M Buy
201,456
+25,153
+14% +$738K 0.33% 54
2025
Q4 		$5.17M Buy
176,303
+7,582
+4% +$224K 0.3% 60
2025
Q3 		$5M Buy
168,721
+27,822
+20% +$814K 0.3% 58
2025
Q2 		$4.12M Buy
140,899
+19,129
+16% +$549K 0.27% 66
2025
Q1 		$3.53M Buy
121,770
+6,558
+6% +$189K 0.26% 68
2024
Q4 		$3.3M Buy
115,212
+12,845
+13% +$375K 0.25% 82
2024
Q3 		$3.07M Buy
102,367
+16,586
+19% +$489K 0.23% 86
2024
Q2 		$2.46M Buy
85,781
+4,707
+6% +$135K 0.21% 91
2024
Q1 		$2.36M Buy
81,074
+43,112
+114% +$1.25M 0.22% 87
2023
Q4 		$1.12M Buy
37,962
+5,823
+18% +$163K 0.11% 176
2023
Q3 		$886K Buy
32,139
+6,268
+24% +$177K 0.1% 188
2023
Q2 		$747K Buy
25,871
+376
+1% +$10.9K 0.08% 219
2023
Q1 		$746K Buy
25,495
+2,236
+10% +$64.9K 0.09% 209
2022
Q4 		$660K Buy
23,259
+1,737
+8% +$49K 0.08% 222
2022
Q3 		$598K Buy
21,522
+355
+2% +$10.5K 0.08% 220
2022
Q2 		$626K Buy
21,167
+1,231
+6% +$37.2K 0.08% 218
2022
Q1 		$638K Sell
19,936
-98
-0.5% -$3.23K 0.08% 223
2021
Q4 		$697K Buy
20,034
+550
+3% +$19.3K 0.08% 215
2021
Q3 		$684K Buy
19,484
+1,643
+9% +$58.5K 0.09% 197
2021
Q2 		$631K Buy
17,841
+1,782
+11% +$62.1K 0.08% 199
2021
Q1 		$553K Sell
16,059
-1,030
-6% -$36.2K 0.08% 205
2020
Q4 		$619K Buy
17,089
+3,412
+25% +$122K 0.1% 171
2020
Q3 		$485K Buy
13,677
+581
+4% +$20.8K 0.09% 190
2020
Q2 		$461K Buy
13,096
+1,242
+10% +$42.4K 0.09% 185
2020
Q1 		$387K Buy
+11,854
New +$399K 0.08% 182

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Jacobi Capital Management's SPBO Position: Q2 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 15% in Q2 2026, buying an estimated $876K and bringing the position to 231,662 shares worth $6.73M. The position accounts for 0.33% of the portfolio, ranked #57.

Jacobi Capital Management first reported a position in SPBO in Q1 2020 and has held it in 26 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Jacobi Capital Management held 231,662 shares of State Street SPDR Portfolio Corporate Bond ETF worth $6.73M as of Q2 2026.
  • Jacobi Capital Management bought 30,206 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $876K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.33% of Jacobi Capital Management's portfolio in Q2 2026, its #57 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.