Level Financial Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Level Financial Advisors’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 Q3	–	Sell	-5	Closed	–	–	325
2022 Q2	$0	Buy	+5	New	+$151	﹤0.01%	342

Other funds holding SPBO

CWM

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

AWM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's SPBO Position: Q3 2022 in Review

Level Financial Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2022, closing a stake of 5 shares.

Level Financial Advisors first reported a position in SPBO in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 60 funds tracked by Wall St. Rank hold SPBO as of Q3 2022.

Level Financial Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 5 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2022.
Level Financial Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $0 in Q2 2022.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.