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Polaris Wealth Advisory Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q3 		$13M Buy
+472,888
New +$13.4M 0.99% 37

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Polaris Wealth Advisory Group's SPBO Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2023: 472,888 shares worth $13M. The stake represents 0.99% of the portfolio and ranks #37 among its holdings.

107 funds tracked by Wall St. Rank hold SPBO as of Q3 2023.

  • Polaris Wealth Advisory Group held 472,888 shares of State Street SPDR Portfolio Corporate Bond ETF worth $13M as of Q3 2023.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.99% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #37 holding.
  • 107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.