ShoreHaven Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

ShoreHaven Wealth Partners’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
2026 Q2	$807K	Buy	27,777 +249	+0.9%	+$7.22K	0.25%	60
2026 Q1	$799K	Sell	27,528 -495	-2%	-$14.5K	0.29%	60
2025 Q4	$822K	Buy	28,023 +834	+3%	+$24.6K	0.3%	56
2025 Q3	$806K	Sell	27,189 -18,505	-40%	-$542K	0.3%	55
2025 Q2	$1.34M	Buy	45,694 +912	+2%	+$26.2K	0.55%	41
2025 Q1	$1.3M	Buy	44,782 +218	+0.5%	+$6.29K	0.62%	39
2024 Q4	$1.28M	Buy	44,564 +2,295	+5%	+$67.1K	0.6%	35
2024 Q3	$1.27M	Sell	42,269 -66,687	-61%	-$1.97M	0.61%	34
2024 Q2	$3.13M	Sell	108,956 -19,813	-15%	-$567K	1.64%	19
2024 Q1	$3.75M	Buy	128,769 +2,558	+2%	+$74.3K	2.06%	17
2023 Q4	$3.71M	Buy	126,211 +61,378	+95%	+$1.72M	2.26%	13
2023 Q3	$1.79M	Sell	64,833 -51,546	-44%	-$1.46M	1.23%	20
2023 Q2	$3.36M	Sell	116,379 -4,977	-4%	-$144K	2.25%	16
2023 Q1	$3.55M	Buy	+121,356	New	+$3.52M	2.49%	14

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

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

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

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

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

DJSG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

ShoreHaven Wealth Partners's SPBO Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.9% in Q2 2026, buying an estimated $7.22K and bringing the position to 27,777 shares worth $807K. The position accounts for 0.25% of the portfolio, ranked #60.

ShoreHaven Wealth Partners first reported a position in SPBO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.75M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

ShoreHaven Wealth Partners held 27,777 shares of State Street SPDR Portfolio Corporate Bond ETF worth $807K as of Q2 2026.
ShoreHaven Wealth Partners bought 249 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $7.22K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.25% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #60 holding.
ShoreHaven Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
ShoreHaven Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.75M in Q1 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.