NorthRock Partners
SPBO icon

NorthRock Partners’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

NorthRock Partners’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 		$4.76M Sell
163,990
-28,508
-15% -$827K 0.07% 129
2026
Q1 		$5.59M Buy
192,498
+28,514
+17% +$837K 0.09% 115
2025
Q4 		$4.81M Buy
163,984
+27,219
+20% +$804K 0.08% 122
2025
Q3 		$4.05M Buy
+136,765
New +$4M 0.07% 129

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
D.J. St. Germain
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
NEPC LLC
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

NorthRock Partners's SPBO Position: Q2 2026 in Review

NorthRock Partners reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 15% in Q2 2026, selling an estimated $827K and leaving 163,990 shares worth $4.76M. The position accounts for 0.07% of the portfolio, ranked #129.

NorthRock Partners first reported a position in SPBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.59M in Q1 2026. 188 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • NorthRock Partners held 163,990 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $4.76M as of Q2 2026.
  • NorthRock Partners sold 28,508 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q2 2026, an estimated $827K.
  • State Street SPDR Portfolio Corporate Bond Index ETF made up 0.07% of NorthRock Partners's portfolio in Q2 2026, its #129 holding.
  • NorthRock Partners first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q3 2025 and has held it in 4 quarters since.
  • NorthRock Partners's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $5.59M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.