Moloney Securities Asset Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Moloney Securities Asset 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
2021 Q1	–	Sell	-37,580	Closed	-$1.36M	–	433
2020 Q4	$1.36M	Sell	37,580 -8,822	-19%	-$315K	0.3%	87
2020 Q3	$1.64M	Buy	46,402 +1,958	+4%	+$70K	0.43%	68
2020 Q2	$1.56M	Buy	44,444 +424	+1%	+$14.5K	0.46%	75
2020 Q1	$1.44M	Sell	44,020 -230	-0.5%	-$7.75K	0.52%	64
2019 Q4	$1.5M	Buy	44,250 +2,608	+6%	+$88K	0.46%	55
2019 Q3	$1.41M	Sell	41,642 -4,762	-10%	-$160K	0.47%	56
2019 Q2	$1.54M	Buy	+46,404	New	+$1.49M	0.51%	51

Other funds holding SPBO

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

PAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Moloney Securities Asset Management's SPBO Position: Q1 2021 in Review

Moloney Securities Asset Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2021, closing a stake of 37,580 shares — an estimated $1.36M sold.

Moloney Securities Asset Management first reported a position in SPBO in Q2 2019 and held it in 7 quarters. The position peaked at $1.64M in Q3 2020. 47 funds tracked by Wall St. Rank hold SPBO as of Q1 2021.

Moloney Securities Asset Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 37,580 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2021, an estimated $1.36M.
Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
Moloney Securities Asset Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.64M in Q3 2020.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2021.

Based on Moloney Securities Asset Management's 13F filing for Q1 2021, filed 28 Apr 2021.