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

Second Line 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
2024
Q1 		– Sell
-6,886
Closed -$203K – 118
2023
Q4 		$203K Buy
+6,886
New +$193K 0.08% 96

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

Second Line Capital's SPBO Position: Q1 2024 in Review

Second Line Capital sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 6,886 shares — an estimated $203K sold.

Second Line Capital first reported a position in SPBO in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Second Line Capital reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Second Line Capital sold 6,886 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $203K.
  • Second Line Capital first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Second Line Capital's State Street SPDR Portfolio Corporate Bond ETF position peaked at $203K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Second Line Capital's 13F filing for Q1 2024, filed 22 May 2024.