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 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 $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return