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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-20
Closed -$581 – 836
2026
Q1 		$581 Hold
20
– – ﹤0.01% 927
2025
Q4 		$587 Hold
20
– – ﹤0.01% 808
2025
Q3 		$593 Hold
20
– – ﹤0.01% 671
2025
Q2 		$585 Hold
20
– – ﹤0.01% 641
2025
Q1 		$581 Hold
20
– – ﹤0.01% 694
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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPBO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 20 shares — an estimated $581 sold.

Legacy Wealth Management (Idaho) first reported a position in SPBO in Q3 2024 and held it in 7 quarters. The position peaked at $593 in Q3 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 20 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $581.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Corporate Bond ETF position peaked at $593 in Q3 2025.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.