RJFSA
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Raymond James Financial Services Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Raymond James Financial Services Advisors’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 		$399K Sell
13,282
-2,804
-17% -$82.7K ﹤0.01% 2772
2024
Q2 		$462K Sell
16,086
-121,199
-88% -$3.47M ﹤0.01% 2595
2024
Q1 		$4M Buy
137,285
+125,431
+1,058% +$3.64M 0.01% 1259
2023
Q4 		$349K Hold
11,854
– – ﹤0.01% 2643
2023
Q3 		$327K Buy
+11,854
New +$336K ﹤0.01% 2590
2021
Q1 		– Sell
-5,642
Closed -$204K – 3262
2020
Q4 		$204K Sell
5,642
-714
-11% -$25.5K ﹤0.01% 2704
2020
Q3 		$225K Buy
+6,356
New +$227K ﹤0.01% 2466
2017
Q1 		– Sell
-9,450
Closed -$298K – 2504
2016
Q4 		$298K Buy
+9,450
New +$303K ﹤0.01% 1810

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 Financial Services Advisors's SPBO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 17% in Q3 2024, selling an estimated $82.7K and leaving 13,282 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Raymond James Financial Services Advisors first reported a position in SPBO in Q4 2016 and has held it in 8 quarters since. The position peaked at $4M in Q1 2024. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

  • Raymond James Financial Services Advisors held 13,282 shares of State Street SPDR Portfolio Corporate Bond ETF worth $399K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 2,804 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $82.7K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2772 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2016 and has held it in 8 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $4M 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.