National Wealth Management Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

National Wealth Management Group’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	$1.4M	Sell	48,128 -1,814	-4%	-$52.6K	0.43%	61
2026 Q1	$1.45M	Buy	49,942 +29,808	+148%	+$875K	0.54%	46
2025 Q4	$591K	Sell	20,134 -8,750	-30%	-$258K	0.2%	111
2025 Q3	$856K	Buy	28,884 +2,333	+9%	+$68.3K	0.32%	69
2025 Q2	$776K	Buy	26,551 +644	+2%	+$18.5K	0.43%	50
2025 Q1	$752K	Buy	25,907 +5,373	+26%	+$155K	0.49%	47
2024 Q4	$588K	Buy	20,534 +2,276	+12%	+$66.5K	0.39%	57
2024 Q3	$548K	Buy	18,258 +2,817	+18%	+$83.1K	0.37%	65
2024 Q2	$443K	Buy	15,441 +2,522	+20%	+$72.2K	0.34%	68
2024 Q1	$376K	Sell	12,919 -1,258	-9%	-$36.5K	0.29%	90
2023 Q4	$417K	Buy	14,177 +3,294	+30%	+$92.3K	0.4%	75
2023 Q3	$300K	Buy	10,883 +253	+2%	+$7.16K	0.33%	95
2023 Q2	$302K	Buy	+10,630	New	+$307K	0.31%	93

Other funds holding SPBO

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

National Wealth Management Group's SPBO Position: Q2 2026 in Review

National Wealth Management Group reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.6% in Q2 2026, selling an estimated $52.6K and leaving 48,128 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #61.

National Wealth Management Group first reported a position in SPBO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.45M in Q1 2026. 31 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

National Wealth Management Group held 48,128 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.4M as of Q2 2026.
National Wealth Management Group sold 1,814 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $52.6K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.43% of National Wealth Management Group's portfolio in Q2 2026, its #61 holding.
National Wealth Management Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
National Wealth Management Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.45M in Q1 2026.
31 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.