SageView Advisory Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-5	Closed	-$147	–	2159
2025 Q4	$147	Buy	+5	New	+$148	﹤0.01%	2525
2024 Q2	–	Sell	-4,945	Closed	-$230K	–	745
2024 Q1	$230K	Buy	+4,945	New	+$144K	0.01%	484

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

SageView Advisory Group's SPBO Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 5 shares — an estimated $147 sold.

SageView Advisory Group first reported a position in SPBO in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $147.
SageView Advisory Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $230K in Q1 2024.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.