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

Quadrant Private 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
2026 Q1	$1.19M	Sell	40,856 -696	-2%	-$20.4K	0.18%	112
2025 Q4	$1.22M	Buy	41,552 +1,690	+4%	+$49.9K	0.2%	104
2025 Q3	$1.18M	Buy	39,862 +3,206	+9%	+$93.9K	0.22%	99
2025 Q2	$1.07M	Sell	36,656 -6,107	-14%	-$175K	0.22%	91
2025 Q1	$1.24M	Buy	42,763 +5,096	+14%	+$147K	0.31%	86
2024 Q4	$1.08M	Sell	37,667 -51,633	-58%	-$1.51M	0.27%	84
2024 Q3	$2.68M	Buy	89,300 +43,149	+93%	+$1.27M	0.66%	41
2024 Q2	$1.32M	Buy	46,151 +3,158	+7%	+$90.4K	0.3%	76
2024 Q1	$1.25M	Buy	42,993 +2,389	+6%	+$69.4K	0.32%	79
2023 Q4	$1.19M	Buy	40,604 +13,990	+53%	+$392K	0.33%	76
2023 Q3	$734K	Sell	26,614 -4,337	-14%	-$123K	0.25%	85
2023 Q2	$894K	Buy	30,951 +4,341	+16%	+$126K	0.26%	87
2023 Q1	$778K	Buy	+26,610	New	+$772K	0.24%	97

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Quadrant Private Wealth Management's SPBO Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.7% in Q1 2026, selling an estimated $20.4K and leaving 40,856 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #112.

Quadrant Private Wealth Management first reported a position in SPBO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.68M in Q3 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Quadrant Private Wealth Management held 40,856 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.19M as of Q1 2026.
Quadrant Private Wealth Management sold 696 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $20.4K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.18% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #112 holding.
Quadrant Private Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Quadrant Private Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.68M in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.