RJA
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Raymond James & Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Raymond James & Associates’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
Q3 		$5.87M Buy
195,334
+35,963
+23% +$1.06M ﹤0.01% 1548
2024
Q2 		$4.57M Sell
159,371
-107,432
-40% -$3.07M ﹤0.01% 1643
2024
Q1 		$7.77M Buy
266,803
+16,651
+7% +$483K 0.01% 1298
2023
Q4 		$7.36M Buy
250,152
+227,778
+1,018% +$6.38M 0.01% 1294
2023
Q3 		$617K Buy
+22,374
New +$633K ﹤0.01% 2755

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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Raymond James & Associates's SPBO Position: Q3 2024 in Review

Raymond James & Associates increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 23% in Q3 2024, buying an estimated $1.06M and bringing the position to 195,334 shares worth $5.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Raymond James & Associates first reported a position in SPBO in Q3 2023 and has held it in 5 quarters since. The position peaked at $7.77M in Q1 2024. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

  • Raymond James & Associates held 195,334 shares of State Street SPDR Portfolio Corporate Bond ETF worth $5.87M as of Q3 2024.
  • Raymond James & Associates bought 35,963 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $1.06M.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1548 holding.
  • Raymond James & Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Raymond James & Associates's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.77M in Q1 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.