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

Private Wealth 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
2025
Q1 		– Sell
-13,024
Closed -$373K – 63
2024
Q4 		$373K Sell
13,024
-260
-2% -$7.6K 0.18% 54
2024
Q3 		$399K Buy
+13,284
New +$392K 0.2% 49

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Private Wealth Group's SPBO Position: Q1 2025 in Review

Private Wealth Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 13,024 shares — an estimated $373K sold.

Private Wealth Group first reported a position in SPBO in Q3 2024 and held it in 2 quarters. The position peaked at $399K in Q3 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • Private Wealth Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Group sold 13,024 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $373K.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Private Wealth Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $399K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.