Janney Montgomery Scott
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Janney Montgomery Scott’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-7,997
Closed -$235K – 2822
2023
Q4 		$235K Sell
7,997
-1,804
-18% -$50.5K ﹤0.01% 2381
2023
Q3 		$270K Buy
+9,801
New +$277K ﹤0.01% 2199

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Janney Montgomery Scott's SPBO Position: Q1 2024 in Review

Janney Montgomery Scott sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 7,997 shares — an estimated $235K sold.

Janney Montgomery Scott first reported a position in SPBO in Q3 2023 and held it in 2 quarters. The position peaked at $270K in Q3 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Janney Montgomery Scott reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,997 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $235K.
  • Janney Montgomery Scott first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's State Street SPDR Portfolio Corporate Bond ETF position peaked at $270K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.