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

Liberty Wealth Management’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
2021 Q4	–	Sell	-18	Closed	-$1K	–	961
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1141
2021 Q2	$1K	Buy	+18	New	+$627	﹤0.01%	1035

Other funds holding SPBO

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

DJSG

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Liberty Wealth Management's SPBO Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2021, closing a stake of 18 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SPBO in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 71 funds tracked by Wall St. Rank hold SPBO as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 18 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1K in Q3 2021.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.