Keystone Wealth Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Keystone Wealth 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	$988K	Buy	34,019 +191	+0.6%	+$5.54K	0.18%	129
2026 Q1	$982K	Buy	+33,828	New	+$992K	0.21%	118
2025 Q4	–	Sell	-34,406	Closed	-$1.02M	–	308
2025 Q3	$1.02M	Buy	34,406 +321	+0.9%	+$9.4K	0.22%	108
2025 Q2	$996K	Sell	34,085 -4,535	-12%	-$130K	0.24%	101
2025 Q1	$1.12M	Sell	38,620 -21,638	-36%	-$624K	0.3%	79
2024 Q4	$1.73M	Sell	60,258 -4,069	-6%	-$119K	0.46%	49
2024 Q3	$1.93M	Sell	64,327 -2,774	-4%	-$81.8K	0.53%	41
2024 Q2	$1.93M	Sell	67,101 -16,662	-20%	-$477K	0.6%	41
2024 Q1	$2.44M	Buy	83,763 +4,504	+6%	+$131K	0.79%	28
2023 Q4	$2.33M	Buy	79,259 +19,140	+32%	+$536K	0.8%	29
2023 Q3	$1.66M	Buy	60,119 +7,036	+13%	+$199K	0.63%	39
2023 Q2	$1.53M	Buy	53,083 +8,518	+19%	+$246K	0.57%	41
2023 Q1	$1.3M	Buy	44,565 +9,189	+26%	+$267K	0.53%	44
2022 Q4	$1M	Buy	+35,376	New	+$997K	0.44%	53

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

Keystone Wealth Services's SPBO Position: Q2 2026 in Review

Keystone Wealth Services increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.56% in Q2 2026, buying an estimated $5.54K and bringing the position to 34,019 shares worth $988K. The position accounts for 0.18% of the portfolio, ranked #129.

Keystone Wealth Services first reported a position in SPBO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Keystone Wealth Services held 34,019 shares of State Street SPDR Portfolio Corporate Bond ETF worth $988K as of Q2 2026.
Keystone Wealth Services bought 191 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $5.54K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.18% of Keystone Wealth Services's portfolio in Q2 2026, its #129 holding.
Keystone Wealth Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.44M in Q1 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.