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Marshall Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Marshall Investment 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
2025
Q2 		– Sell
-67
Closed -$1.95K – 193
2025
Q1 		$1.95K Buy
+67
New +$1.93K ﹤0.01% 216

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Marshall Investment Management's SPBO Position: Q2 2025 in Review

Marshall Investment Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 67 shares — an estimated $1.95K sold.

Marshall Investment Management first reported a position in SPBO in Q1 2025 and held it in 1 quarter. The position peaked at $1.95K in Q1 2025. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

  • Marshall Investment Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 67 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $1.95K.
  • Marshall Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.95K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.