Savant Capital’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Savant Capital’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	$2.07M	Buy	71,220 +35,610	+100%	+$1.03M	0.01%	606
2026 Q1	$1.03M	Sell	35,610 -2,044	-5%	-$60K	0.01%	622
2025 Q4	$1.1M	Sell	37,654 -8,913	-19%	-$263K	0.01%	559
2025 Q3	$1.38M	Sell	46,567 -1,521	-3%	-$44.5K	0.01%	465
2025 Q2	$1.41M	Sell	48,088 -11,338	-19%	-$325K	0.01%	433
2025 Q1	$1.73M	Sell	59,426 -8,320	-12%	-$240K	0.01%	359
2024 Q4	$1.94M	Sell	67,746 -8,974	-12%	-$262K	0.02%	453
2024 Q3	$2.3M	Sell	76,720 -11,356	-13%	-$335K	0.02%	391
2024 Q2	$2.53M	Buy	+88,076	New	+$2.52M	0.03%	317

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 $3.46B AUM 21.89% 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

Savant Capital's SPBO Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 100% in Q2 2026, buying an estimated $1.03M and bringing the position to 71,220 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #606.

Savant Capital first reported a position in SPBO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q2 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Savant Capital held 71,220 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.07M as of Q2 2026.
Savant Capital bought 35,610 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.03M.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #606 holding.
Savant Capital first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Savant Capital's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.53M in Q2 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.