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 Q2	$458K	Buy	15,772 +2,464	+19%	+$71.5K	0.03%	341
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 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 $3.69B AUM 15.82% 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

Keystone Financial Group (Kentucky)'s SPBO Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 19% in Q2 2026, buying an estimated $71.5K and bringing the position to 15,772 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #341.

Keystone Financial Group (Kentucky) first reported a position in SPBO in Q3 2023 and has held it in 7 quarters since. The position peaked at $470K in Q1 2024. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Keystone Financial Group (Kentucky) held 15,772 shares of State Street SPDR Portfolio Corporate Bond ETF worth $458K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 2,464 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $71.5K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #341 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 7 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio Corporate Bond ETF position peaked at $470K in Q1 2024.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.