Perennial Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Perennial Investment Advisors’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
2025 Q3	–	Sell	-7,921	Closed	-$231K	–	515
2025 Q2	$231K	Sell	7,921 -442	-5%	-$12.7K	0.02%	417
2025 Q1	$243K	Sell	8,363 -1,094	-12%	-$31.5K	0.03%	365
2024 Q4	$271K	Sell	9,457 -745	-7%	-$21.8K	0.03%	322
2024 Q3	$306K	Sell	10,202 -1,215	-11%	-$35.8K	0.04%	283
2024 Q2	$328K	Sell	11,417 -2,319	-17%	-$66.3K	0.05%	266
2024 Q1	$400K	Buy	13,736 +962	+8%	+$27.9K	0.06%	209
2023 Q4	$376K	Sell	12,774 -102,232	-89%	-$2.86M	0.06%	208
2023 Q3	$3.17M	Sell	115,006 -3,008	-3%	-$85.1K	0.57%	40
2023 Q2	$3.41M	Buy	118,014 +375	+0.3%	+$10.8K	0.6%	38
2023 Q1	$3.44M	Buy	+117,639	New	+$3.41M	0.64%	38

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DJSG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Perennial Investment Advisors's SPBO Position: Q3 2025 in Review

Perennial Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2025, closing a stake of 7,921 shares — an estimated $231K sold.

Perennial Investment Advisors first reported a position in SPBO in Q1 2023 and held it in 10 quarters. The position peaked at $3.44M in Q1 2023. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

Perennial Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Perennial Investment Advisors sold 7,921 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2025, an estimated $231K.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Perennial Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.44M in Q1 2023.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Perennial Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.