Sanibel Captiva Trust Company’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sanibel Captiva Trust Company’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	$871K	Hold	30,000	–	–	0.02%	263
2026 Q1	$871K	Hold	30,000	–	–	0.02%	250
2025 Q4	$880K	Hold	30,000	–	–	0.02%	239
2025 Q3	$889K	Hold	30,000	–	–	0.03%	238
2025 Q2	$877K	Hold	30,000	–	–	0.03%	237
2025 Q1	$871K	Hold	30,000	–	–	0.03%	233
2024 Q4	$859K	Hold	30,000	–	–	0.03%	232
2024 Q3	$901K	Buy	+30,000	New	+$885K	0.03%	228

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

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 $3.69B AUM 15.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Sanibel Captiva Trust Company's SPBO Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 30,000 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #263.

Sanibel Captiva Trust Company first reported a position in SPBO in Q3 2024 and has held it in 8 quarters since. The position peaked at $901K in Q3 2024. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Sanibel Captiva Trust Company held 30,000 shares of State Street SPDR Portfolio Corporate Bond ETF worth $871K as of Q2 2026.
Sanibel Captiva Trust Company left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #263 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sanibel Captiva Trust Company's State Street SPDR Portfolio Corporate Bond ETF position peaked at $901K in Q3 2024.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.