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

Raymond James Financial’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	$2.14M	Buy	73,653 +4,320	+6%	+$127K	﹤0.01%	3310
2025 Q4	$2.03M	Buy	69,333 +45,747	+194%	+$1.35M	﹤0.01%	3264
2025 Q3	$699K	Sell	23,586 -2,976	-11%	-$87.1K	﹤0.01%	3917
2025 Q2	$776K	Sell	26,562 -7,797	-23%	-$224K	﹤0.01%	3731
2025 Q1	$997K	Sell	34,359 -172,715	-83%	-$4.98M	﹤0.01%	3493
2024 Q4	$5.93M	Buy	+207,074	New	+$6.05M	﹤0.01%	2211

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

Raymond James Financial's SPBO Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.2% in Q1 2026, buying an estimated $127K and bringing the position to 73,653 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Raymond James Financial first reported a position in SPBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93M in Q4 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Raymond James Financial held 73,653 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.14M as of Q1 2026.
Raymond James Financial bought 4,320 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $127K.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3310 holding.
Raymond James Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $5.93M in Q4 2024.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.