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	–	2189
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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Merit Financial Group's SPBO Position: Q1 2026 in Review

Merit Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 21,019 shares — an estimated $617K sold.

Merit Financial Group first reported a position in SPBO in Q4 2023 and held it in 9 quarters. The position peaked at $2.48M in Q4 2023. 174 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Merit Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 21,019 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $617K.
Merit Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Merit Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.48M in Q4 2023.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.