Ritholtz Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Ritholtz Wealth Management’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	$2.58M	Sell	88,982 -11,253	-11%	-$327K	0.04%	350
2026 Q1	$2.91M	Buy	100,235 +19,451	+24%	+$571K	0.05%	282
2025 Q4	$2.37M	Buy	80,784 +471	+0.6%	+$13.9K	0.04%	310
2025 Q3	$2.38M	Buy	80,313 +2,172	+3%	+$63.6K	0.05%	284
2025 Q2	$2.28M	Buy	78,141 +37,242	+91%	+$1.07M	0.05%	260
2025 Q1	$1.19M	Buy	+40,899	New	+$1.18M	0.04%	364

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

Ritholtz Wealth Management's SPBO Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 11% in Q2 2026, selling an estimated $327K and leaving 88,982 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #350.

Ritholtz Wealth Management first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Ritholtz Wealth Management held 88,982 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.58M as of Q2 2026.
Ritholtz Wealth Management sold 11,253 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $327K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #350 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.91M in Q1 2026.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.