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Kathleen S. Wright Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$1.49M Buy
50,348
+5,562
+12% +$163K 0.55% 42
2025
Q2 		$1.31M Sell
44,786
-1,481
-3% -$42.5K 0.51% 41
2025
Q1 		$1.34M Sell
46,267
-4,245
-8% -$122K 0.56% 36
2024
Q4 		$1.45M Buy
50,512
+2,938
+6% +$85.8K 0.6% 36
2024
Q3 		$1.43M Buy
47,574
+10,585
+29% +$312K 0.59% 37
2024
Q2 		$1.06M Sell
36,989
-705
-2% -$20.2K 0.49% 44
2024
Q1 		$1.1M Buy
37,694
+762
+2% +$22.1K 0.52% 42
2023
Q4 		$1.09M Buy
36,932
+10,387
+39% +$291K 0.55% 40
2023
Q3 		$732K Buy
26,545
+5,907
+29% +$167K 0.41% 56
2023
Q2 		$596K Buy
20,638
+732
+4% +$21.2K 0.38% 55
2023
Q1 		$582K Buy
19,906
+2,840
+17% +$82.4K 0.38% 57
2022
Q4 		$484K Buy
17,066
+6,796
+66% +$192K 0.33% 65
2022
Q3 		$285K Buy
10,270
+2,015
+24% +$59.5K 0.23% 73
2022
Q2 		$244K Buy
8,255
+4,260
+107% +$129K 0.21% 71
2022
Q1 		$128K Buy
3,995
+3,013
+307% +$99.5K 0.09% 90
2021
Q4 		$34K Buy
+982
New +$34.4K 0.03% 112

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Kathleen S. Wright Associates's SPBO Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 12% in Q3 2025, buying an estimated $163K and bringing the position to 50,348 shares worth $1.49M. The position accounts for 0.55% of the portfolio, ranked #42.

Kathleen S. Wright Associates first reported a position in SPBO in Q4 2021 and has held it in 16 quarters since. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

  • Kathleen S. Wright Associates held 50,348 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.49M as of Q3 2025.
  • Kathleen S. Wright Associates bought 5,562 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2025, an estimated $163K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.55% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #42 holding.
  • Kathleen S. Wright Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.