Quest 10 Wealth Builders’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Quest 10 Wealth Builders’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 Q2	$27.4K	Buy	943 +146	+18%	+$4.24K	0.02%	292
2026 Q1	$23.1K	Buy	797 +770	+2,852%	+$22.6K	0.02%	318
2025 Q4	$792	Hold	27	–	–	﹤0.01%	650
2025 Q3	$800	Hold	27	–	–	﹤0.01%	731
2025 Q2	$789	Sell	27 -143	-84%	-$4.1K	﹤0.01%	645
2025 Q1	$4.93K	Buy	170 +122	+254%	+$3.52K	0.01%	467
2024 Q4	$1.38K	Buy	+48	New	+$1.4K	﹤0.01%	628

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Quest 10 Wealth Builders's SPBO Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 18% in Q2 2026, buying an estimated $4.24K and bringing the position to 943 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #292.

Quest 10 Wealth Builders first reported a position in SPBO in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Quest 10 Wealth Builders held 943 shares of State Street SPDR Portfolio Corporate Bond ETF worth $27.4K as of Q2 2026.
Quest 10 Wealth Builders bought 146 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $4.24K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #292 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.