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NEPC LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

NEPC LLC’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 		$21M Buy
724,227
+465,446
+180% +$13.7M 0.42% 24
2025
Q4 		$7.59M Sell
258,781
-1,380,665
-84% -$40.8M 0.16% 31
2025
Q3 		$48.6M Sell
1,639,446
-915,394
-36% -$26.8M 1.28% 17
2025
Q2 		$74.7M Sell
2,554,840
-589,473
-19% -$16.9M 1.89% 16
2025
Q1 		$91.3M Sell
3,144,313
-3,315,216
-51% -$95.6M 2.53% 14
2024
Q4 		$185M Buy
6,459,529
+3,995,935
+162% +$117M 4.97% 9
2024
Q3 		$74M Hold
2,463,594
– – 2.23% 14
2024
Q2 		$70.7M Buy
+2,463,594
New +$70.5M 2.33% 14

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC's SPBO Position: Q1 2026 in Review

NEPC LLC increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 180% in Q1 2026, buying an estimated $13.7M and bringing the position to 724,227 shares worth $21M. The position accounts for 0.42% of the portfolio, ranked #24.

NEPC LLC first reported a position in SPBO in Q2 2024 and has held it in 8 quarters since. The position peaked at $185M in Q4 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • NEPC LLC held 724,227 shares of State Street SPDR Portfolio Corporate Bond ETF worth $21M as of Q1 2026.
  • NEPC LLC bought 465,446 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $13.7M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.42% of NEPC LLC's portfolio in Q1 2026, its #24 holding.
  • NEPC LLC first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • NEPC LLC's State Street SPDR Portfolio Corporate Bond ETF position peaked at $185M in Q4 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on NEPC LLC's 13F filing for Q1 2026, filed 15 May 2026.