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 $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

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

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return

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

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