Security Financial Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Security Financial Services’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 Q2	–	Sell	-7,355	Closed	-$214K	–	192
2024 Q1	$214K	Sell	7,355 -1,332	-15%	-$38.7K	0.05%	178
2023 Q4	$255K	Buy	+8,687	New	+$243K	0.06%	145
2023 Q3	–	Sell	-7,753	Closed	-$224K	–	169
2023 Q2	$224K	Buy	+7,753	New	+$224K	0.06%	141

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

AWM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

Security Financial Services's SPBO Position: Q2 2024 in Review

Security Financial Services sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 7,355 shares — an estimated $214K sold.

Security Financial Services first reported a position in SPBO in Q2 2023 and held it in 3 quarters. The position peaked at $255K in Q4 2023. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

Security Financial Services reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Security Financial Services sold 7,355 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $214K.
Security Financial Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Security Financial Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $255K in Q4 2023.
133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.