PWM
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Prosperity Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Prosperity Wealth Management’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
Q4 		$477K Sell
16,244
-543
-3% -$16K 0.16% 138
2025
Q3 		$497K Buy
16,787
+7
+0% +$205 0.17% 132
2025
Q2 		$490K Buy
+16,780
New +$481K 0.18% 123

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Prosperity Wealth Management's SPBO Position: Q4 2025 in Review

Prosperity Wealth Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.2% in Q4 2025, selling an estimated $16K and leaving 16,244 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #138.

Prosperity Wealth Management first reported a position in SPBO in Q2 2025 and has held it in 3 quarters since. The position peaked at $497K in Q3 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Prosperity Wealth Management held 16,244 shares of State Street SPDR Portfolio Corporate Bond ETF worth $477K as of Q4 2025.
  • Prosperity Wealth Management sold 543 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $16K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #138 holding.
  • Prosperity Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $497K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.