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RWA Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

RWA Wealth 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 		$24.1M Sell
828,567
-122,890
-13% -$3.57M 0.23% 65
2026
Q1 		$27.6M Sell
951,457
-97,857
-9% -$2.87M 0.3% 57
2025
Q4 		$30.8M Sell
1,049,314
-110,876
-10% -$3.27M 0.34% 49
2025
Q3 		$34.4M Sell
1,160,190
-239,448
-17% -$7.01M 0.39% 43
2025
Q2 		$40.9M Sell
1,399,638
-6,202,147
-82% -$178M 0.51% 32
2025
Q1 		$221M Sell
7,601,785
-6,176,449
-45% -$178M 2.78% 7
2024
Q4 		$395M Buy
13,778,234
+390,898
+3% +$11.4M 4.86% 5
2024
Q3 		$402M Buy
13,387,336
+167,590
+1% +$4.94M 5.02% 5
2024
Q2 		$379M Buy
13,219,746
+264,735
+2% +$7.57M 5% 5
2024
Q1 		$377M Buy
12,955,011
+257,338
+2% +$7.47M 5.08% 5
2023
Q4 		$373M Buy
12,697,673
+2,524,010
+25% +$70.7M 5.33% 5
2023
Q3 		$281M Buy
+10,173,663
New +$288M 6.11% 6

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

RWA Wealth Partners's SPBO Position: Q2 2026 in Review

RWA Wealth Partners reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 13% in Q2 2026, selling an estimated $3.57M and leaving 828,567 shares worth $24.1M. The position accounts for 0.23% of the portfolio, ranked #65.

RWA Wealth Partners first reported a position in SPBO in Q3 2023 and has held it in 12 quarters since. The position peaked at $402M in Q3 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • RWA Wealth Partners held 828,567 shares of State Street SPDR Portfolio Corporate Bond ETF worth $24.1M as of Q2 2026.
  • RWA Wealth Partners sold 122,890 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $3.57M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.23% of RWA Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • RWA Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • RWA Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $402M in Q3 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.