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Melone Private Wealth’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Melone Private Wealth’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
Q2 		$4.93M Buy
169,598
+1,792
+1% +$52K 1.88% 21
2026
Q1 		$4.87M Buy
167,806
+147
+0.1% +$4.31K 1.99% 20
2025
Q4 		$4.92M Sell
167,659
-10,091
-6% -$298K 2.09% 20
2025
Q3 		$5.27M Sell
177,750
-1,507
-0.8% -$44.1K 2.39% 16
2025
Q2 		$5.21M Buy
179,257
+1,697
+1% +$48.7K 2.67% 16
2025
Q1 		$5.15M Buy
177,560
+1,243
+0.7% +$35.8K 2.7% 14
2024
Q4 		$5.05M Sell
176,317
-27,961
-14% -$817K 2.62% 14
2024
Q3 		$6.13M Buy
204,278
+11,058
+6% +$326K 3.26% 12
2024
Q2 		$5.55M Buy
193,220
+907
+0.5% +$25.9K 3.29% 13
2024
Q1 		$5.6M Sell
192,313
-576
-0.3% -$16.7K 3.36% 11
2023
Q4 		$5.67M Buy
192,889
+12,602
+7% +$353K 3.61% 10
2023
Q3 		$4.97M Buy
180,287
+9,228
+5% +$261K 3.56% 10
2023
Q2 		$4.94M Buy
171,059
+8,400
+5% +$243K 3.49% 10
2023
Q1 		$4.79M Sell
162,659
-30,227
-16% -$877K 3.66% 10
2022
Q4 		$5.47M Buy
192,886
+7,197
+4% +$203K 4.64% 7
2022
Q3 		$5.19M Buy
185,689
+11,578
+7% +$342K 4.53% 8
2022
Q2 		$5.15M Buy
174,111
+4,940
+3% +$149K 4.36% 8
2022
Q1 		$5.16M Sell
169,171
-3,948
-2% -$130K 4.21% 8
2021
Q4 		$6.03M Buy
+173,119
New +$6.06M 4.53% 6

Other funds holding SPBO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Melone Private Wealth's SPBO Position: Q2 2026 in Review

Melone Private Wealth increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.1% in Q2 2026, buying an estimated $52K and bringing the position to 169,598 shares worth $4.93M. The position accounts for 1.88% of the portfolio, ranked #21.

Melone Private Wealth first reported a position in SPBO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.13M in Q3 2024. 72 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Melone Private Wealth held 169,598 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.93M as of Q2 2026.
  • Melone Private Wealth bought 1,792 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $52K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 1.88% of Melone Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Melone Private Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's State Street SPDR Portfolio Corporate Bond ETF position peaked at $6.13M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.