N.E.W. Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

N.E.W. Advisory Services’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	$10.3K	Hold	356	–	–	﹤0.01%	648
2026 Q1	$10.3K	Hold	356	–	–	﹤0.01%	623
2025 Q4	$10.4K	Hold	356	–	–	﹤0.01%	608
2025 Q3	$10.5K	Hold	356	–	–	﹤0.01%	570
2025 Q2	$10.4K	Hold	356	–	–	﹤0.01%	561
2025 Q1	$10.3K	Buy	+356	New	+$10.3K	﹤0.01%	607

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

N.E.W. Advisory Services's SPBO Position: Q2 2026 in Review

N.E.W. Advisory Services held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 356 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

N.E.W. Advisory Services first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q3 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

N.E.W. Advisory Services held 356 shares of State Street SPDR Portfolio Corporate Bond ETF worth $10.3K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #648 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $10.5K in Q3 2025.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.