Neuberger Berman Group
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Neuberger Berman Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Neuberger Berman 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
2024
Q1 		– Sell
-8,952
Closed -$263K – 1911
2023
Q4 		$263K Buy
+8,952
New +$251K ﹤0.01% 1691

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Neuberger Berman Group's SPBO Position: Q1 2024 in Review

Neuberger Berman Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 8,952 shares — an estimated $263K sold.

Neuberger Berman Group first reported a position in SPBO in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Neuberger Berman Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 8,952 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $263K.
  • Neuberger Berman Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Neuberger Berman Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $263K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Neuberger Berman Group's 13F filing for Q1 2024, filed 13 May 2024.