Sheets Smith Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sheets Smith Wealth Management’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
2025 Q2	–	Sell	-8,050	Closed	-$234K	–	406
2025 Q1	$234K	Buy	8,050 +350	+5%	+$10.1K	0.03%	330
2024 Q4	$221K	Buy	7,700 +900	+13%	+$26.3K	0.03%	360
2024 Q3	$204K	Buy	+6,800	New	+$201K	0.03%	360
2023 Q4	–	Sell	-5,700	Closed	-$157K	–	475
2023 Q3	$157K	Buy	+5,700	New	+$161K	0.02%	317

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Sheets Smith Wealth Management's SPBO Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 8,050 shares — an estimated $234K sold.

Sheets Smith Wealth Management first reported a position in SPBO in Q3 2023 and held it in 4 quarters. The position peaked at $234K in Q1 2025. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Sheets Smith Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,050 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $234K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Sheets Smith Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $234K in Q1 2025.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.