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MPWM Advisory Solutions’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

MPWM Advisory Solutions’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
Q1 		– Sell
-35
Closed -$1.03K – 601
2025
Q4 		$1.03K Hold
35
– – ﹤0.01% 509
2025
Q3 		$1.04K Buy
+35
New +$1.02K ﹤0.01% 482

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MPWM Advisory Solutions's SPBO Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 35 shares — an estimated $1.03K sold.

MPWM Advisory Solutions first reported a position in SPBO in Q3 2025 and held it in 2 quarters. The position peaked at $1.04K in Q3 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 35 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.03K.
  • MPWM Advisory Solutions first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • MPWM Advisory Solutions's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.04K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.