KMG Fiduciary Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

KMG Fiduciary Partners’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
2022 Q2	–	Sell	-8,883	Closed	-$284K	–	213
2022 Q1	$284K	Sell	8,883 -4,667	-34%	-$154K	0.05%	181
2021 Q4	$472K	Hold	13,550	–	–	0.07%	141
2021 Q3	$476K	Hold	13,550	–	–	0.08%	133
2021 Q2	$480K	Sell	13,550 -2,400	-15%	-$83.6K	0.08%	135
2021 Q1	$549K	Buy	15,950 +1,218	+8%	+$42.8K	0.11%	122
2020 Q4	$530K	Hold	14,732	–	–	0.11%	118
2020 Q3	$522K	Sell	14,732 -2,277	-13%	-$81.4K	0.13%	110
2020 Q2	$599K	Buy	+17,009	New	+$581K	0.17%	87

Other funds holding SPBO

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

KMG Fiduciary Partners's SPBO Position: Q2 2022 in Review

KMG Fiduciary Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2022, closing a stake of 8,883 shares — an estimated $284K sold.

KMG Fiduciary Partners first reported a position in SPBO in Q2 2020 and held it in 8 quarters. The position peaked at $599K in Q2 2020. 60 funds tracked by Wall St. Rank hold SPBO as of Q2 2022.

KMG Fiduciary Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
KMG Fiduciary Partners sold 8,883 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2022, an estimated $284K.
KMG Fiduciary Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
KMG Fiduciary Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $599K in Q2 2020.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2022.

Based on KMG Fiduciary Partners's 13F filing for Q2 2022, filed 13 Jul 2022.