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

Kestra 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	$667K	Sell	22,973 -3,169	-12%	-$91.9K	﹤0.01%	2106
2026 Q1	$759K	Buy	26,142 +1,624	+7%	+$47.6K	﹤0.01%	1926
2025 Q4	$719K	Buy	24,518 +11,510	+88%	+$340K	﹤0.01%	1888
2025 Q3	$385K	Buy	+13,008	New	+$381K	﹤0.01%	2250
2023 Q1	–	Sell	-12,344	Closed	-$350K	–	2290
2022 Q4	$350K	Buy	12,344 +508	+4%	+$14.3K	﹤0.01%	1631
2022 Q3	$329K	Buy	+11,836	New	+$350K	﹤0.01%	1550
2022 Q2	–	Sell	-20,183	Closed	-$646K	–	2237
2022 Q1	$646K	Buy	20,183 +111	+0.6%	+$3.67K	0.01%	1139
2021 Q4	$699K	Buy	20,072 +2,920	+17%	+$102K	0.01%	1148
2021 Q3	$602K	Buy	17,152 +552	+3%	+$19.6K	0.01%	1288
2021 Q2	$587K	Buy	16,600 +7,691	+86%	+$268K	0.01%	1206
2021 Q1	$307K	Sell	8,909 -3,012	-25%	-$106K	﹤0.01%	1453
2020 Q4	$432K	Buy	11,921 +11,779	+8,295%	+$421K	0.01%	1286
2020 Q3	$327K	Buy	+142	New	+$5.08K	0.01%	1066

Other funds holding SPBO

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

ETC

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Kestra Advisory Services's SPBO Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 12% in Q2 2026, selling an estimated $91.9K and leaving 22,973 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Kestra Advisory Services first reported a position in SPBO in Q3 2020 and has held it in 13 quarters since. The position peaked at $759K in Q1 2026. 57 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Kestra Advisory Services held 22,973 shares of State Street SPDR Portfolio Corporate Bond ETF worth $667K as of Q2 2026.
Kestra Advisory Services sold 3,169 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $91.9K.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2106 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and has held it in 13 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $759K in Q1 2026.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.