Jim Simons
SPBO icon

Jim Simons’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Jim Simons’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
-30,100
Closed -$904K – 3892
2024
Q3 		$904K Buy
30,100
+16,700
+125% +$492K ﹤0.01% 2502
2024
Q2 		$385K Buy
+13,400
New +$383K ﹤0.01% 2810

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $445B AUM 25.58% 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 $2.78B AUM 23.87% 1-Year Est. Return
CI
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Jim Simons's SPBO Position: Q4 2024 in Review

Jim Simons sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 30,100 shares — an estimated $904K sold.

Jim Simons first reported a position in SPBO in Q2 2024 and held it in 2 quarters. The position peaked at $904K in Q3 2024. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

  • Jim Simons reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jim Simons sold 30,100 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $904K.
  • Jim Simons first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Jim Simons's State Street SPDR Portfolio Corporate Bond ETF position peaked at $904K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.