Level Four Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Level Four Advisory Services’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	$1.41M	Sell	48,604 -565	-1%	-$16.4K	0.04%	375
2026 Q1	$1.43M	Buy	49,169 +1,716	+4%	+$50.3K	0.05%	353
2025 Q4	$1.39M	Buy	47,453 +18,666	+65%	+$551K	0.05%	344
2025 Q3	$853K	Sell	28,787 -2,488	-8%	-$72.8K	0.03%	436
2025 Q2	$914K	Buy	31,275 +4,356	+16%	+$125K	0.03%	405
2025 Q1	$781K	Buy	26,919 +4,487	+20%	+$129K	0.03%	407
2024 Q4	$642K	Buy	22,432 +516	+2%	+$15.1K	0.03%	444
2024 Q3	$639K	Buy	+21,916	New	+$646K	0.03%	454
2020 Q4	–	Sell	-107,287	Closed	-$3.8M	–	611
2020 Q3	$3.8M	Buy	107,287 +6,048	+6%	+$216K	0.29%	83
2020 Q2	$3.56M	Buy	+101,239	New	+$3.46M	0.28%	87

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Level Four Advisory Services's SPBO Position: Q2 2026 in Review

Level Four Advisory Services reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.1% in Q2 2026, selling an estimated $16.4K and leaving 48,604 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #375.

Level Four Advisory Services first reported a position in SPBO in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.8M in Q3 2020. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Level Four Advisory Services held 48,604 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.41M as of Q2 2026.
Level Four Advisory Services sold 565 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $16.4K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #375 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.8M in Q3 2020.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.