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Rothschild Investment LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Rothschild Investment LLC’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 		$15.4K Hold
530
– – ﹤0.01% 1666
2026
Q1 		$15.4K Hold
530
– – ﹤0.01% 1516
2025
Q4 		$15.6K Hold
530
– – ﹤0.01% 1408
2025
Q3 		$15.7K Hold
530
– – ﹤0.01% 1306
2025
Q2 		$15.5K Buy
+530
New +$15.2K ﹤0.01% 1085

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
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
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

Rothschild Investment LLC's SPBO Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 530 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Rothschild Investment LLC first reported a position in SPBO in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.7K in Q3 2025. 114 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Rothschild Investment LLC held 530 shares of State Street SPDR Portfolio Corporate Bond ETF worth $15.4K as of Q2 2026.
  • Rothschild Investment LLC left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1666 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's State Street SPDR Portfolio Corporate Bond ETF position peaked at $15.7K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.