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NBC Securities’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

NBC Securities’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
2024
Q4 		– Sell
-154
Closed -$4K – 1956
2024
Q3 		$4K Hold
154
– – ﹤0.01% 1947
2024
Q2 		$4K Hold
154
– – ﹤0.01% 1907
2024
Q1 		$4K Sell
154
-20,023
-99% -$581K ﹤0.01% 1914
2023
Q4 		$593K Sell
20,177
-1,993
-9% -$55.8K 0.06% 353
2023
Q3 		$611K Buy
+22,170
New +$628K 0.07% 323

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NBC Securities's SPBO Position: Q4 2024 in Review

NBC Securities sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 154 shares — an estimated $4K sold.

NBC Securities first reported a position in SPBO in Q3 2023 and held it in 5 quarters. The position peaked at $611K in Q3 2023. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

  • NBC Securities reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NBC Securities sold 154 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $4K.
  • NBC Securities first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • NBC Securities's State Street SPDR Portfolio Corporate Bond ETF position peaked at $611K in Q3 2023.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.