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Sanchez Levi Garrett’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sanchez Levi Garrett’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 		$494K Buy
17,006
+1,314
+8% +$38.1K 0.27% 46
2026
Q1 		$456K Buy
+15,692
New +$460K 0.29% 43

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

Sanchez Levi Garrett's SPBO Position: Q2 2026 in Review

Sanchez Levi Garrett increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 8.4% in Q2 2026, buying an estimated $38.1K and bringing the position to 17,006 shares worth $494K. The position accounts for 0.27% of the portfolio, ranked #46.

Sanchez Levi Garrett first reported a position in SPBO in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Sanchez Levi Garrett held 17,006 shares of State Street SPDR Portfolio Corporate Bond ETF worth $494K as of Q2 2026.
  • Sanchez Levi Garrett bought 1,314 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $38.1K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.27% of Sanchez Levi Garrett's portfolio in Q2 2026, its #46 holding.
  • Sanchez Levi Garrett first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Sanchez Levi Garrett's 13F filing for Q2 2026, filed 17 Aug 2026.