Mach-1 Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Mach-1 Financial Group’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 Q1	–	Sell	-39,751	Closed	-$1.17M	–	271
2025 Q4	$1.17M	Buy	+39,751	New	+$1.17M	0.24%	82
2025 Q2	–	Sell	-33,928	Closed	-$985K	–	292
2025 Q1	$985K	Buy	+33,928	New	+$978K	0.3%	90
2024 Q4	–	Sell	-15,264	Closed	-$458K	–	81
2024 Q3	$458K	Buy	15,264 +8,100	+113%	+$239K	0.28%	39
2024 Q2	$206K	Buy	+7,164	New	+$205K	0.14%	71

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DJSG

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Mach-1 Financial Group's SPBO Position: Q1 2026 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 39,751 shares — an estimated $1.17M sold.

Mach-1 Financial Group first reported a position in SPBO in Q2 2024 and held it in 4 quarters. The position peaked at $1.17M in Q4 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Mach-1 Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 39,751 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.17M.
Mach-1 Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
Mach-1 Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.17M in Q4 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.