SP
SPBO icon

Sequent Planning’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sequent Planning’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
Q3 		– Sell
-26,087
Closed -$742K – 160
2024
Q2 		$742K Sell
26,087
-1,896
-7% -$54.2K 0.25% 67
2024
Q1 		$815K Buy
+27,983
New +$812K 0.29% 63

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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
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
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Sequent Planning's SPBO Position: Q3 2024 in Review

Sequent Planning sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2024, closing a stake of 26,087 shares — an estimated $742K sold.

Sequent Planning first reported a position in SPBO in Q1 2024 and held it in 2 quarters. The position peaked at $815K in Q1 2024. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

  • Sequent Planning reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sequent Planning sold 26,087 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $742K.
  • Sequent Planning first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Sequent Planning's State Street SPDR Portfolio Corporate Bond ETF position peaked at $815K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Sequent Planning's 13F filing for Q3 2024, filed 14 Nov 2024.