Next Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Next Financial 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
2021 Q4	$111K	Buy	3,177 +772	+32%	+$27K	0.01%	1110
2021 Q3	$84K	Buy	2,405 +826	+52%	+$29.4K	0.01%	1195
2021 Q2	$56K	Buy	1,579 +56	+4%	+$1.95K	﹤0.01%	1349
2021 Q1	$52K	Buy	1,523 +957	+169%	+$33.6K	﹤0.01%	1266
2020 Q4	$21K	Buy	566 +356	+170%	+$12.7K	﹤0.01%	1527
2020 Q3	$7K	Buy	+210	New	+$7.51K	﹤0.01%	1747

Other funds holding SPBO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

DJSG

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Next Financial Group's SPBO Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 32% in Q4 2021, buying an estimated $27K and bringing the position to 3,177 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #1110.

Next Financial Group first reported a position in SPBO in Q3 2020 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold SPBO as of Q4 2021.

Next Financial Group held 3,177 shares of State Street SPDR Portfolio Corporate Bond ETF worth $111K as of Q4 2021.
Next Financial Group bought 772 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2021, an estimated $27K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1110 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.