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Phoenix Financial’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-91,393
Closed -$2.71M – 498
2025
Q3 		$2.71M Buy
+91,393
New +$2.68M 0.03% 165

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Phoenix Financial's SPBO Position: Q4 2025 in Review

Phoenix Financial sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 91,393 shares — an estimated $2.71M sold.

Phoenix Financial first reported a position in SPBO in Q3 2025 and held it in 1 quarter. The position peaked at $2.71M in Q3 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Phoenix Financial reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 91,393 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $2.71M.
  • Phoenix Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Phoenix Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.71M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.