NewEdge Advisors’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

NewEdge Advisors’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	$1.31M	Buy	45,257 +861	+2%	+$25K	﹤0.01%	1487
2026 Q1	$1.29M	Buy	44,396 +16,344	+58%	+$479K	﹤0.01%	1352
2025 Q4	$823K	Buy	28,052 +218	+0.8%	+$6.44K	﹤0.01%	1612
2025 Q3	$825K	Buy	27,834 +6,765	+32%	+$198K	﹤0.01%	1513
2025 Q2	$616K	Sell	21,069 -726	-3%	-$20.8K	﹤0.01%	1574
2025 Q1	$633K	Buy	21,795 +1,422	+7%	+$41K	﹤0.01%	1446
2024 Q4	$583K	Sell	20,373 -150	-0.7%	-$4.38K	﹤0.01%	1449
2024 Q3	$616K	Buy	20,523 +12,070	+143%	+$356K	﹤0.01%	1351
2024 Q2	$243K	Buy	8,453 +1,169	+16%	+$33.4K	﹤0.01%	1827
2024 Q1	$212K	Buy	7,284 +3,122	+75%	+$90.6K	﹤0.01%	1817
2023 Q4	$122K	Sell	4,162 -176	-4%	-$4.93K	﹤0.01%	1879
2023 Q3	$120K	Hold	4,338	–	–	﹤0.01%	1780
2023 Q2	$125K	Buy	4,338 +4,025	+1,286%	+$116K	﹤0.01%	1782
2023 Q1	$9.16K	Hold	313	–	–	﹤0.01%	2597
2022 Q4	$9	Buy	+313	New	+$8.82K	﹤0.01%	3727

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

NewEdge Advisors's SPBO Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 1.9% in Q2 2026, buying an estimated $25K and bringing the position to 45,257 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

NewEdge Advisors first reported a position in SPBO in Q4 2022 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

NewEdge Advisors held 45,257 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $1.31M as of Q2 2026.
NewEdge Advisors bought 861 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q2 2026, an estimated $25K.
State Street SPDR Portfolio Corporate Bond Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1487 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q4 2022 and has held it in 15 quarters since.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.