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

Prime Capital 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
2024
Q2 		– Sell
-7,084
Closed -$206K – 1024
2024
Q1 		$206K Buy
+7,084
New +$206K ﹤0.01% 918
2023
Q4 		– Sell
-10,123
Closed -$279K – 985
2023
Q3 		$279K Hold
10,123
– – 0.01% 607
2023
Q2 		$292K Buy
+10,123
New +$293K 0.01% 611

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Prime Capital Investment Advisors's SPBO Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 7,084 shares — an estimated $206K sold.

Prime Capital Investment Advisors first reported a position in SPBO in Q2 2023 and held it in 3 quarters. The position peaked at $292K in Q2 2023. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 7,084 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $206K.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $292K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.