Rice Partnership’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Rice Partnership’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	$388K	Hold	13,356	–	–	0.05%	96
2026 Q1	$388K	Hold	13,356	–	–	0.05%	91
2025 Q4	$392K	Hold	13,356	–	–	0.05%	83
2025 Q3	$396K	Hold	13,356	–	–	0.06%	88
2025 Q2	$390K	Hold	13,356	–	–	0.07%	83
2025 Q1	$388K	Hold	13,356	–	–	0.08%	74
2024 Q4	$383K	Hold	13,356	–	–	0.07%	77
2024 Q3	$401K	Hold	13,356	–	–	0.08%	76
2024 Q2	$383K	Hold	13,356	–	–	0.08%	74
2024 Q1	$389K	Buy	+13,356	New	+$388K	0.09%	74

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

Rice Partnership's SPBO Position: Q2 2026 in Review

Rice Partnership held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 13,356 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #96.

Rice Partnership first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. The position peaked at $401K in Q3 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Rice Partnership held 13,356 shares of State Street SPDR Portfolio Corporate Bond ETF worth $388K as of Q2 2026.
Rice Partnership left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 0.05% of Rice Partnership's portfolio in Q2 2026, its #96 holding.
Rice Partnership first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rice Partnership's State Street SPDR Portfolio Corporate Bond ETF position peaked at $401K in Q3 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.