Nvest Wealth Strategies’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Nvest Wealth Strategies’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 Q3	$4.73K	Buy	+172	New	+$4.88K	﹤0.01%	144

Other funds holding SPBO

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Nvest Wealth Strategies's SPBO Position: Q3 2026 in Review

Nvest Wealth Strategies opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2026: 172 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings.

13 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Nvest Wealth Strategies held 172 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.73K as of Q3 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Nvest Wealth Strategies position in Q3 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q3 2026, its #144 holding.
13 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on Nvest Wealth Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.