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Legacy Investment Solutions’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Legacy Investment Solutions’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 		$585 Buy
+20
New +$574 ﹤0.01% 641
2024
Q4 		$576 Hold
20
– – ﹤0.01% 647
2024
Q3 		$580 Buy
+20
New +$590 ﹤0.01% 597

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Legacy Investment Solutions's SPBO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025: 20 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPBO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPBO in Q3 2024 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

  • Legacy Investment Solutions held 20 shares of State Street SPDR Portfolio Corporate Bond ETF worth $585 as of Q2 2025.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #641 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.