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Lumature Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$6.64K Buy
+230
New +$6.65K ﹤0.01% 333

Other funds holding SPBO

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Lumature Wealth Partners's SPBO Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2023: 230 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

  • Lumature Wealth Partners held 230 shares of State Street SPDR Portfolio Corporate Bond ETF worth $6.64K as of Q2 2023.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Lumature Wealth Partners position in Q2 2023.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #333 holding.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.