ML
SPBO icon

McAdam LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-28
Closed -$1K – 522
2018
Q3 		$1K Hold
28
– – ﹤0.01% 616
2018
Q2 		$1K Hold
28
– – ﹤0.01% 585
2018
Q1 		$1K Buy
+28
New +$888 ﹤0.01% 694

Other funds holding SPBO

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BPWA
Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McAdam LLC's SPBO Position: Q4 2018 in Review

McAdam LLC sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2018, closing a stake of 28 shares — an estimated $1K sold.

McAdam LLC first reported a position in SPBO in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 15 funds tracked by Wall St. Rank hold SPBO as of Q4 2018.

  • McAdam LLC reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 28 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2018, an estimated $1K.
  • McAdam LLC first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.