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Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$386K Buy
13,308
+1,807
+16% +$53K 0.03% 346
2025
Q4 		$337K Buy
11,501
+1,663
+17% +$49.1K 0.03% 328
2025
Q3 		$291K Buy
+9,838
New +$288K 0.02% 326
2024
Q2 		– Sell
-16,138
Closed -$470K – 282
2024
Q1 		$470K Buy
16,138
+1,140
+8% +$33.1K 0.07% 192
2023
Q4 		$441K Buy
14,998
+477
+3% +$13.4K 0.08% 163
2023
Q3 		$400K Buy
+14,521
New +$411K 0.07% 179

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPBO Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 16% in Q1 2026, buying an estimated $53K and bringing the position to 13,308 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #346.

Keystone Financial Group (Kentucky) first reported a position in SPBO in Q3 2023 and has held it in 6 quarters since. The position peaked at $470K in Q1 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 13,308 shares of State Street SPDR Portfolio Corporate Bond ETF worth $386K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 1,807 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $53K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #346 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio Corporate Bond ETF position peaked at $470K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.