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Prospera Financial Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Prospera Financial Services’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
-9,574
Closed -$279K – 1184
2024
Q1 		$279K Buy
9,574
+1,074
+13% +$31.2K 0.01% 927
2023
Q4 		$250K Sell
8,500
-7,030
-45% -$197K 0.01% 912
2023
Q3 		$428K Buy
15,530
+900
+6% +$25.5K 0.02% 669
2023
Q2 		$422K Buy
14,630
+4,034
+38% +$117K 0.02% 667
2023
Q1 		$310K Sell
10,596
-3,300
-24% -$95.8K 0.01% 771
2022
Q4 		$394K Buy
13,896
+3,300
+31% +$93K 0.02% 600
2022
Q3 		$294K Sell
10,596
-14,234
-57% -$421K 0.02% 661
2022
Q2 		$734K Sell
24,830
-1,500
-6% -$45.3K 0.04% 434
2022
Q1 		$843K Sell
26,330
-1,200
-4% -$39.6K 0.04% 462
2021
Q4 		$959K Buy
27,530
+4,800
+21% +$168K 0.04% 426
2021
Q3 		$798K Buy
22,730
+7,700
+51% +$274K 0.04% 417
2021
Q2 		$532K Sell
15,030
-70
-0.5% -$2.44K 0.03% 521
2021
Q1 		$520K Buy
15,100
+1,600
+12% +$56.2K 0.03% 480
2020
Q4 		$489K Hold
13,500
– – 0.03% 426
2020
Q3 		$478K Buy
13,500
+6,150
+84% +$220K 0.18% 104
2020
Q2 		$259K Buy
+7,350
New +$251K 0.02% 484

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

Prospera Financial Services's SPBO Position: Q2 2024 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 9,574 shares — an estimated $279K sold.

Prospera Financial Services first reported a position in SPBO in Q2 2020 and held it in 16 quarters. The position peaked at $959K in Q4 2021. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Prospera Financial Services reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 9,574 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $279K.
  • Prospera Financial Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Prospera Financial Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $959K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.