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

MBE 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
2020
Q2 		– Sell
-255
Closed -$8K – 438
2020
Q1 		$8K Buy
+255
New +$8.59K 0.01% 321

Other funds holding SPBO

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBE Wealth Management's SPBO Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2020, closing a stake of 255 shares — an estimated $8K sold.

MBE Wealth Management first reported a position in SPBO in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 34 funds tracked by Wall St. Rank hold SPBO as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 255 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2020, an estimated $8K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $8K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.