Richardson Financial Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Richardson Financial Services’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	$36.7K	Sell	1,263 -163	-11%	-$4.73K	0.02%	357
2026 Q1	$41.4K	Buy	1,426 +437	+44%	+$12.8K	0.03%	323
2025 Q4	$29K	Sell	989 -23	-2%	-$679	0.01%	361
2025 Q3	$30K	Buy	1,012 +38	+4%	+$1.11K	0.02%	331
2025 Q2	$28.4K	Sell	974 -186	-16%	-$5.33K	0.02%	311
2025 Q1	$33.7K	Sell	1,160 -305	-21%	-$8.79K	0.03%	276
2024 Q4	$42K	Buy	1,465 +230	+19%	+$6.72K	0.03%	267
2024 Q3	$35.4K	Hold	1,235	–	–	0.02%	288
2024 Q2	$35.4K	Buy	1,235 +39	+3%	+$1.12K	0.03%	273
2024 Q1	$34.8K	Buy	+1,196	New	+$34.7K	0.02%	278

Other funds holding SPBO

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Richardson Financial Services's SPBO Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 11% in Q2 2026, selling an estimated $4.73K and leaving 1,263 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #357.

Richardson Financial Services first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. The position peaked at $42K in Q4 2024. 140 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Richardson Financial Services held 1,263 shares of State Street SPDR Portfolio Corporate Bond ETF worth $36.7K as of Q2 2026.
Richardson Financial Services sold 163 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $4.73K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #357 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $42K in Q4 2024.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.