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Private Advisor Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Private Advisor 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
Q1 		$4.3M Buy
148,144
+5,910
+4% +$173K 0.02% 710
2025
Q4 		$4.17M Sell
142,234
-701
-0.5% -$20.7K 0.02% 698
2025
Q3 		$4.24M Buy
142,935
+3,558
+3% +$104K 0.02% 691
2025
Q2 		$4.07M Sell
139,377
-57,687
-29% -$1.65M 0.02% 655
2025
Q1 		$5.72M Sell
197,064
-582,646
-75% -$16.8M 0.03% 491
2024
Q4 		$22.3M Buy
779,710
+86,650
+13% +$2.53M 0.13% 154
2024
Q3 		$20.8M Buy
693,060
+294,065
+74% +$8.67M 0.13% 152
2024
Q2 		$11.5M Sell
398,995
-15,529
-4% -$444K 0.08% 240
2024
Q1 		$12.1M Sell
414,524
-24,973
-6% -$725K 0.09% 220
2023
Q4 		$12.9M Buy
439,497
+5,778
+1% +$162K 0.1% 190
2023
Q3 		$12M Sell
433,719
-84,048
-16% -$2.38M 0.11% 180
2023
Q2 		$15M Buy
517,767
+12,994
+3% +$376K 0.13% 156
2023
Q1 		$14.8M Buy
504,773
+162,837
+48% +$4.73M 0.14% 151
2022
Q4 		$9.7K Buy
341,936
+115,112
+51% +$3.24M ﹤0.01% 980
2022
Q3 		$6.3M Sell
226,824
-83,562
-27% -$2.47M 0.07% 269
2022
Q2 		$9.18M Sell
310,386
-16,102
-5% -$487K 0.08% 237
2022
Q1 		$10.5M Sell
326,488
-7,226
-2% -$239K 0.08% 240
2021
Q4 		$11.6M Sell
333,714
-10,101
-3% -$354K 0.09% 229
2021
Q3 		$12.1M Buy
343,815
+231,616
+206% +$8.24M 0.08% 255
2021
Q2 		$3.97M Sell
112,199
-157,812
-58% -$5.5M 0.03% 484
2021
Q1 		$9.29M Buy
270,011
+54,948
+26% +$1.93M 0.09% 224
2020
Q4 		$7.79M Buy
215,063
+15,080
+8% +$539K 0.08% 244
2020
Q3 		$7.08M Buy
199,983
+52,042
+35% +$1.86M 0.09% 222
2020
Q2 		$5.21M Buy
147,941
+122,287
+477% +$4.18M 0.07% 257
2020
Q1 		$838K Buy
25,654
+19,229
+299% +$648K 0.02% 711
2019
Q4 		$217K Buy
+6,425
New +$217K ﹤0.01% 1453

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Private Advisor Group's SPBO Position: Q1 2026 in Review

Private Advisor Group increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 4.2% in Q1 2026, buying an estimated $173K and bringing the position to 148,144 shares worth $4.3M. The position accounts for 0.02% of the portfolio, ranked #710.

Private Advisor Group first reported a position in SPBO in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.3M in Q4 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Private Advisor Group held 148,144 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.3M as of Q1 2026.
  • Private Advisor Group bought 5,910 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $173K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #710 holding.
  • Private Advisor Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Private Advisor Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $22.3M in Q4 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.