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Root Financial Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Root Financial Partners’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 		– Sell
-2,170
Closed -$63K – 2768
2026
Q1 		$63K Buy
+2,170
New +$63.7K ﹤0.01% 762

Other funds holding SPBO

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Root Financial Partners's SPBO Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 2,170 shares — an estimated $63K sold.

Root Financial Partners first reported a position in SPBO in Q1 2026 and held it in 1 quarter. The position peaked at $63K in Q1 2026. 64 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,170 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $63K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $63K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.