Keating Financial Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Keating Financial Advisory Services’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	$3.55K	Buy	122 +1	+0.8%	+$29	﹤0.01%	1704
2026 Q1	$3.51K	Buy	121 +1	+0.8%	+$29	﹤0.01%	1610
2025 Q4	$3.51K	Buy	+120	New	+$3.54K	﹤0.01%	1394

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

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

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

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

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Keating Financial Advisory Services's SPBO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.83% in Q2 2026, buying an estimated $29 and bringing the position to 122 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Keating Financial Advisory Services first reported a position in SPBO in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Keating Financial Advisory Services held 122 shares of State Street SPDR Portfolio Corporate Bond ETF worth $3.55K as of Q2 2026.
Keating Financial Advisory Services bought 1 State Street SPDR Portfolio Corporate Bond ETF share in Q2 2026, an estimated $29.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1704 holding.
Keating Financial Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.