Merit Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Merit 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	-21,019	Closed	-$617K	–	2192
2025 Q4	$617K	Sell	21,019 -821	-4%	-$24.3K	﹤0.01%	1174
2025 Q3	$647K	Sell	21,840 -1,326	-6%	-$38.8K	0.01%	1043
2025 Q2	$677K	Sell	23,166 -1,567	-6%	-$44.9K	0.01%	963
2025 Q1	$718K	Sell	24,733 -14,397	-37%	-$415K	0.01%	786
2024 Q4	$1.12M	Sell	39,130 -114	-0.3%	-$3.33K	0.02%	480
2024 Q3	$1.18M	Sell	39,244 -16,305	-29%	-$481K	0.03%	383
2024 Q2	$1.59M	Sell	55,549 -21,462	-28%	-$614K	0.04%	313
2024 Q1	$2.2M	Sell	77,011 -7,394	-9%	-$215K	0.05%	254
2023 Q4	$2.48M	Buy	+84,405	New	+$2.36M	0.08%	170

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return