MinichMacGregor Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-148	Closed	-$4.21K	–	558
2022 Q4	$4.21K	Buy	+148	New	+$4.17K	﹤0.01%	498
2020 Q2	–	Sell	-11,813	Closed	-$404K	–	103
2020 Q1	$404K	Buy	+11,813	New	+$398K	0.36%	62

Other funds holding SPBO

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AWM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's SPBO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2023, closing a stake of 148 shares — an estimated $4.21K sold.

MinichMacGregor Wealth Management first reported a position in SPBO in Q1 2020 and held it in 2 quarters. The position peaked at $404K in Q1 2020. 92 funds tracked by Wall St. Rank hold SPBO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 148 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2023, an estimated $4.21K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
MinichMacGregor Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $404K in Q1 2020.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.