LPL Financial
SPBO icon

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

LPL Financial’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 		$80.9M Sell
2,786,418
-163,623
-6% -$4.75M 0.02% 781
2026
Q1 		$85.6M Sell
2,950,041
-79,079
-3% -$2.32M 0.02% 659
2025
Q4 		$88.9M Buy
3,029,120
+100,339
+3% +$2.96M 0.02% 602
2025
Q3 		$86.8M Buy
2,928,781
+150,101
+5% +$4.39M 0.03% 584
2025
Q2 		$81.2M Sell
2,778,680
-241,750
-8% -$6.93M 0.03% 563
2025
Q1 		$87.7M Sell
3,020,430
-594,600
-16% -$17.1M 0.03% 466
2024
Q4 		$104M Buy
3,615,030
+423,700
+13% +$12.4M 0.04% 391
2024
Q3 		$95.8M Buy
3,191,330
+232,659
+8% +$6.86M 0.04% 386
2024
Q2 		$84.9M Buy
2,958,671
+85,685
+3% +$2.45M 0.04% 391
2024
Q1 		$83.6M Sell
2,872,986
-2,598
-0.1% -$75.4K 0.04% 375
2023
Q4 		$84.6M Buy
2,875,584
+540,667
+23% +$15.1M 0.05% 329
2023
Q3 		$64.4M Buy
2,334,917
+116,525
+5% +$3.3M 0.05% 375
2023
Q2 		$64.1M Buy
2,218,392
+507,575
+30% +$14.7M 0.05% 368
2023
Q1 		$50M Buy
1,710,817
+471,835
+38% +$13.7M 0.04% 411
2022
Q4 		$35.2M Buy
1,238,982
+169,523
+16% +$4.78M 0.03% 490
2022
Q3 		$29.7M Sell
1,069,459
-163,653
-13% -$4.84M 0.03% 493
2022
Q2 		$36.5M Sell
1,233,112
-165,310
-12% -$5M 0.03% 429
2022
Q1 		$44.8M Sell
1,398,422
-469,309
-25% -$15.5M 0.04% 379
2021
Q4 		$65M Sell
1,867,731
-940,438
-33% -$32.9M 0.05% 314
2021
Q3 		$98.6M Buy
2,808,169
+912,616
+48% +$32.5M 0.09% 209
2021
Q2 		$67.1M Buy
1,895,553
+371,685
+24% +$13M 0.07% 265
2021
Q1 		$52.5M Sell
1,523,868
-206,082
-12% -$7.24M 0.06% 288
2020
Q4 		$62.7M Buy
1,729,950
+459,687
+36% +$16.4M 0.08% 229
2020
Q3 		$45M Buy
1,270,263
+634,762
+100% +$22.7M 0.07% 248
2020
Q2 		$22.4M Buy
635,501
+568,634
+850% +$19.4M 0.04% 344
2020
Q1 		$2.19M Buy
66,867
+50,593
+311% +$1.7M ﹤0.01% 1140
2019
Q4 		$550K Buy
16,274
+10,183
+167% +$344K ﹤0.01% 2294
2019
Q3 		$206K Sell
6,091
-733
-11% -$24.6K ﹤0.01% 2976
2019
Q2 		$226K Buy
+6,824
New +$220K ﹤0.01% 2933

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial's SPBO Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 5.5% in Q2 2026, selling an estimated $4.75M and leaving 2,786,418 shares worth $80.9M. The position accounts for 0.02% of the portfolio, ranked #781.

LPL Financial first reported a position in SPBO in Q2 2019 and has held it in 29 quarters since. The position peaked at $104M in Q4 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • LPL Financial held 2,786,418 shares of State Street SPDR Portfolio Corporate Bond ETF worth $80.9M as of Q2 2026.
  • LPL Financial sold 163,623 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $4.75M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #781 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • LPL Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $104M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.