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 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 $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

DJSG

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

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

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

Next Level Wealth Planning's SPBO Position: Q1 2026 in Review

Next Level Wealth Planning increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.64% in Q1 2026, buying an estimated $1.76K and bringing the position to 9,390 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #56.

Next Level Wealth Planning first reported a position in SPBO in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Next Level Wealth Planning held 9,390 shares of State Street SPDR Portfolio Corporate Bond ETF worth $273K as of Q1 2026.
Next Level Wealth Planning bought 60 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.76K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.14% of Next Level Wealth Planning's portfolio in Q1 2026, its #56 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 5 quarters since.
Next Level Wealth Planning's State Street SPDR Portfolio Corporate Bond ETF position peaked at $274K in Q4 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.