Kestra Advisory Services’s State Street SPDR Portfolio Corporate Bond Index 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 Q3	$265K	Sell	9,645 -13,328	-58%	-$378K	﹤0.01%	3063
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%	+$3.66K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Kestra Advisory Services's SPBO Position: Q3 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 58% in Q3 2026, selling an estimated $378K and leaving 9,645 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Kestra Advisory Services first reported a position in SPBO in Q3 2020 and has held it in 14 quarters since. The position peaked at $759K in Q1 2026. 107 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Kestra Advisory Services held 9,645 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $265K as of Q3 2026.
Kestra Advisory Services sold 13,328 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $378K.
State Street SPDR Portfolio Corporate Bond Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3063 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q3 2020 and has held it in 14 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $759K in Q1 2026.
107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.