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MJT & Associates Financial Advisory’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

MJT & Associates Financial Advisory’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 		$34.9K Hold
1,201
– – 0.02% 96
2026
Q1 		$34.9K Hold
1,201
– – 0.03% 93
2025
Q4 		$35.2K Sell
1,201
-39
-3% -$1.15K 0.03% 97
2025
Q3 		$36.7K Sell
1,240
-15,087
-92% -$442K 0.03% 94
2025
Q2 		$477K Hold
16,327
– – 0.59% 22
2025
Q1 		$474K Buy
+16,327
New +$471K 0.46% 24

Other funds holding SPBO

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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

MJT & Associates Financial Advisory's SPBO Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 1,201 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #96.

MJT & Associates Financial Advisory first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $477K in Q2 2025. 22 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,201 shares of State Street SPDR Portfolio Corporate Bond ETF worth $34.9K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #96 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $477K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.