Schroder Investment Management Group
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Schroder Investment Management Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Schroder Investment Management 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
2024
Q1 		– Sell
-53,773
Closed -$1.58M – 1241
2023
Q4 		$1.58M Sell
53,773
-1,665
-3% -$46.6K ﹤0.01% 947
2023
Q3 		$1.53M Hold
55,438
– – ﹤0.01% 950
2023
Q2 		$1.6M Sell
55,438
-1,291
-2% -$37.3K ﹤0.01% 973
2023
Q1 		$1.66M Sell
56,729
-19,089
-25% -$554K ﹤0.01% 983
2022
Q4 		$2.15M Buy
+75,818
New +$2.14M ﹤0.01% 932

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Schroder Investment Management Group's SPBO Position: Q1 2024 in Review

Schroder Investment Management Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 53,773 shares — an estimated $1.58M sold.

Schroder Investment Management Group first reported a position in SPBO in Q4 2022 and held it in 5 quarters. The position peaked at $2.15M in Q4 2022. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Schroder Investment Management Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 53,773 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $1.58M.
  • Schroder Investment Management Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
  • Schroder Investment Management Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.15M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.