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SPBO icon

NewEdge Advisors’s State Street SPDR Portfolio Corporate Bond 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
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% 1880
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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 $3.14B AUM 22.62% 1-Year Est. Return