MFA Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-1	Closed	-$32	–	341
2024 Q3	$32	Hold	1	–	–	﹤0.01%	504
2024 Q2	$30	Buy	+1	New	+$29	﹤0.01%	519
2020 Q3	–	Sell	-17	Closed	-$609	–	196
2020 Q2	$609	Buy	+17	New	+$581	﹤0.01%	246
2019 Q1	–	Sell	-8,122	Closed	-$246K	–	59
2018 Q4	$246K	Sell	8,122 -188	-2%	-$5.72K	0.25%	34
2018 Q3	$250K	Sell	8,310 -21,732	-72%	-$673K	0.19%	44
2018 Q2	$930K	Sell	30,042 -638	-2%	-$19.8K	0.61%	31
2018 Q1	$950K	Sell	30,680 -1,463	-5%	-$46.4K	0.72%	28
2017 Q4	$1.03M	Buy	+32,143	New	+$1.04M	0.7%	28

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

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

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

AWM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFA Wealth Advisors's SPBO Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 1 share — an estimated $32 sold.

MFA Wealth Advisors first reported a position in SPBO in Q4 2017 and held it in 8 quarters. The position peaked at $1.03M in Q4 2017. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

MFA Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 1 State Street SPDR Portfolio Corporate Bond ETF share in Q4 2024, an estimated $32.
MFA Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
MFA Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.03M in Q4 2017.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.