Prestige Wealth Management Group’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Prestige Wealth Management 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
2026 Q2	$124K	Hold	4,283	–	–	0.02%	201
2026 Q1	$124K	Sell	4,283 -3,025	-41%	-$88.7K	0.02%	189
2025 Q4	$214K	Hold	7,308	–	–	0.04%	159
2025 Q3	$217K	Hold	7,308	–	–	0.04%	167
2025 Q2	$214K	Sell	7,308 -9,900	-58%	-$284K	0.04%	163
2025 Q1	$500K	Hold	17,208	–	–	0.11%	95
2024 Q4	$493K	Sell	17,208 -847,753	-98%	-$24.8M	0.1%	97
2024 Q3	$26M	Buy	+864,961	New	+$25.5M	5.37%	5

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Prestige Wealth Management Group's SPBO Position: Q2 2026 in Review

Prestige Wealth Management Group held its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) position steady in Q2 2026 at 4,283 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #201.

Prestige Wealth Management Group first reported a position in SPBO in Q3 2024 and has held it in 8 quarters since. The position peaked at $26M in Q3 2024. 188 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Prestige Wealth Management Group held 4,283 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $124K as of Q2 2026.
Prestige Wealth Management Group left its State Street SPDR Portfolio Corporate Bond Index ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond Index ETF made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #201 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q3 2024 and has held it in 8 quarters since.
Prestige Wealth Management Group's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $26M in Q3 2024.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.