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

KWB Wealth’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
2025 Q2	–	Sell	-39,783	Closed	-$1.14M	–	162
2025 Q1	$1.14M	Sell	39,783 -18,487	-32%	-$533K	0.14%	72
2024 Q4	$1.75M	Sell	58,270 -9,142	-14%	-$267K	0.22%	48
2024 Q3	$1.93M	Sell	67,412 -3,253	-5%	-$95.9K	0.25%	45
2024 Q2	$2.06M	Sell	70,665 -5,431	-7%	-$155K	0.28%	40
2024 Q1	$2.22M	Buy	76,096 +43,810	+136%	+$1.27M	0.3%	40
2023 Q4	$950K	Buy	+32,286	New	+$904K	0.14%	61

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

DJSG

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

KWB Wealth's SPBO Position: Q2 2025 in Review

KWB Wealth sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 39,783 shares — an estimated $1.14M sold.

KWB Wealth first reported a position in SPBO in Q4 2023 and held it in 6 quarters. The position peaked at $2.22M in Q1 2024. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

KWB Wealth reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
KWB Wealth sold 39,783 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $1.14M.
KWB Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
KWB Wealth's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.22M in Q1 2024.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.