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 Q2	$237K	Hold	8,166	–	–	﹤0.01%	1269
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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Mutual Advisors's SPBO Position: Q2 2026 in Review

Mutual Advisors held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 8,166 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Mutual Advisors first reported a position in SPBO in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.83M in Q4 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Mutual Advisors held 8,166 shares of State Street SPDR Portfolio Corporate Bond ETF worth $237K as of Q2 2026.
Mutual Advisors left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1269 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2022 and has held it in 10 quarters since.
Mutual Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.83M in Q4 2023.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.