Jefferies Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Jefferies Financial Group’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
2025 Q4	–	Sell	-25,875	Closed	-$767K	–	2056
2025 Q3	$767K	Sell	25,875 -133,940	-84%	-$3.92M	﹤0.01%	957
2025 Q2	$4.67M	Sell	159,815 -40,285	-20%	-$1.16M	0.04%	314
2025 Q1	$5.81M	Buy	200,100 +10,100	+5%	+$291K	0.05%	255
2024 Q4	$5.44M	Buy	+190,000	New	+$5.55M	0.03%	344

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Jefferies Financial Group's SPBO Position: Q4 2025 in Review

Jefferies Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 25,875 shares — an estimated $767K sold.

Jefferies Financial Group first reported a position in SPBO in Q4 2024 and held it in 4 quarters. The position peaked at $5.81M in Q1 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

Jefferies Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 25,875 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $767K.
Jefferies Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Jefferies Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $5.81M in Q1 2025.
169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.