Mutual Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Mutual Advisors’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	$237K	Hold	8,166	–	–	0.01%	1216
2025 Q4	$240K	Hold	8,166	–	–	0.01%	1181
2025 Q3	$244K	Buy	+8,166	New	+$239K	0.01%	1141
2024 Q1	–	Sell	-96,224	Closed	-$2.83M	–	1128
2023 Q4	$2.83M	Buy	96,224 +67,779	+238%	+$1.9M	0.1%	204
2023 Q3	$785K	Buy	28,445 +8,667	+44%	+$245K	0.03%	483
2023 Q2	$571K	Buy	19,778 +10,324	+109%	+$299K	0.02%	600
2023 Q1	$277K	Sell	9,454 -20,512	-68%	-$595K	0.01%	803
2022 Q4	$850K	Buy	+29,966	New	+$845K	0.04%	452
2022 Q3	–	Sell	-7,457	Closed	-$221K	–	936
2022 Q2	$221K	Buy	+7,457	New	+$225K	0.01%	765

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return