NWF Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

NWF Advisory Services’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	$228K	Buy	+7,859	New	+$228K	0.02%	371
2025 Q3	–	Sell	-13,794	Closed	-$403K	–	454
2025 Q2	$403K	Buy	+13,794	New	+$396K	0.05%	238

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

NWF Advisory Services's SPBO Position: Q2 2026 in Review

NWF Advisory Services opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 7,859 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in SPBO as recently as Q2 2025.

NWF Advisory Services first reported a position in SPBO in Q2 2025 and has held it in 2 quarters since. The position peaked at $403K in Q2 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

NWF Advisory Services held 7,859 shares of State Street SPDR Portfolio Corporate Bond ETF worth $228K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new NWF Advisory Services position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #371 holding.
NWF Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
NWF Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $403K in Q2 2025.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.