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 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 $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Kingdom Financial Group's SPBO Position: Q1 2026 in Review

Kingdom Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 49 shares — an estimated $1.43K sold.

Kingdom Financial Group first reported a position in SPBO in Q2 2023 and held it in 6 quarters. The position peaked at $1.53M in Q3 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Kingdom Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kingdom Financial Group sold 49 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.43K.
Kingdom Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Kingdom Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.53M in Q3 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.