Next Level Wealth Planning’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Next Level Wealth Planning’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	$275K	Buy	9,483 +93	+1%	+$2.7K	0.12%	65
2026 Q1	$273K	Buy	9,390 +60	+0.6%	+$1.76K	0.14%	56
2025 Q4	$274K	Buy	9,330 +120	+1%	+$3.54K	0.15%	53
2025 Q3	$273K	Buy	9,210 +91	+1%	+$2.66K	0.15%	46
2025 Q2	$266K	Buy	9,119 +90	+1%	+$2.58K	0.17%	45
2025 Q1	$262K	Buy	+9,029	New	+$260K	0.2%	41

Other funds holding SPBO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

DJSG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

Next Level Wealth Planning's SPBO Position: Q2 2026 in Review

Next Level Wealth Planning increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.99% in Q2 2026, buying an estimated $2.7K and bringing the position to 9,483 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #65.

Next Level Wealth Planning first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Next Level Wealth Planning held 9,483 shares of State Street SPDR Portfolio Corporate Bond ETF worth $275K as of Q2 2026.
Next Level Wealth Planning bought 93 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $2.7K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.12% of Next Level Wealth Planning's portfolio in Q2 2026, its #65 holding.
Next Level Wealth Planning first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.