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 Q3	$27.5K	Sell	1,002 -199	-17%	-$5.64K	0.02%	96
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

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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory's SPBO Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 17% in Q3 2026, selling an estimated $5.64K and leaving 1,002 shares worth $27.5K. 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 7 quarters since. The position peaked at $477K in Q2 2025. 7 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

MJT & Associates Financial Advisory held 1,002 shares of State Street SPDR Portfolio Corporate Bond ETF worth $27.5K as of Q3 2026.
MJT & Associates Financial Advisory sold 199 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $5.64K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 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 7 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $477K in Q2 2025.
7 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.