PS
SPBO icon

Principal Securities’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Principal Securities’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 		$245K Sell
8,435
-498
-6% -$14.4K ﹤0.01% 1422
2026
Q1 		$259K Buy
8,933
+43
+0.5% +$1.26K ﹤0.01% 1273
2025
Q4 		$261K Buy
8,890
+216
+2% +$6.38K ﹤0.01% 1200
2025
Q3 		$257K Sell
8,674
-70
-0.8% -$2.05K ﹤0.01% 1175
2025
Q2 		$256K Sell
8,744
-1,697
-16% -$48.7K ﹤0.01% 1128
2025
Q1 		$299K Hold
10,441
– – 0.01% 970
2024
Q4 		$299K Sell
10,441
-3,622
-26% -$106K 0.01% 964
2024
Q3 		$422K Buy
14,063
+136
+1% +$4.01K 0.01% 817
2024
Q2 		$400K Sell
13,927
-890
-6% -$25.5K 0.01% 784
2024
Q1 		$431K Buy
14,817
+718
+5% +$20.8K 0.01% 728
2023
Q4 		$415K Buy
+14,099
New +$395K 0.02% 676

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.55T AUM 33.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Principal Securities's SPBO Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 5.6% in Q2 2026, selling an estimated $14.4K and leaving 8,435 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Principal Securities first reported a position in SPBO in Q4 2023 and has held it in 11 quarters since. The position peaked at $431K in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Principal Securities held 8,435 shares of State Street SPDR Portfolio Corporate Bond ETF worth $245K as of Q2 2026.
  • Principal Securities sold 498 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $14.4K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1422 holding.
  • Principal Securities first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's State Street SPDR Portfolio Corporate Bond ETF position peaked at $431K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.