Kingdom Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Kingdom Financial Group’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	$18	Buy	+1	New	+$29	﹤0.01%	824
2026 Q1	–	Sell	-49	Closed	-$1.43K	–	921
2025 Q4	$1.43K	Sell	49 -51,445	-100%	-$1.52M	﹤0.01%	616
2025 Q3	$1.53M	Buy	51,494 +33,801	+191%	+$990K	0.93%	20
2025 Q2	$517K	Buy	+17,693	New	+$507K	0.45%	33
2024 Q1	–	Sell	-37,875	Closed	-$1.11M	–	88
2023 Q4	$1.11M	Buy	37,875 +10,874	+40%	+$305K	0.97%	23
2023 Q3	$745K	Buy	27,001 +3,293	+14%	+$93.2K	0.7%	26
2023 Q2	$685K	Buy	+23,708	New	+$686K	0.67%	26

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

Kingdom Financial Group's SPBO Position: Q2 2026 in Review

Kingdom Financial Group opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 1 share worth $18. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in SPBO as recently as Q4 2025.

Kingdom Financial Group first reported a position in SPBO in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Kingdom Financial Group held 1 share of State Street SPDR Portfolio Corporate Bond ETF worth $18 as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Kingdom Financial Group position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #824 holding.
Kingdom Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
Kingdom Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.53M in Q3 2025.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.