SWM
SPBO icon

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

SHP 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
2026
Q2 		$37.5K Hold
1,292
– – ﹤0.01% 617
2026
Q1 		$37.5K Hold
1,292
– – ﹤0.01% 563
2025
Q4 		$37.9K Buy
+1,292
New +$38.2K ﹤0.01% 541

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

SHP Wealth Management's SPBO Position: Q2 2026 in Review

SHP Wealth Management held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 1,292 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

SHP Wealth Management first reported a position in SPBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.9K in Q4 2025. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • SHP Wealth Management held 1,292 shares of State Street SPDR Portfolio Corporate Bond ETF worth $37.5K as of Q2 2026.
  • SHP Wealth Management left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #617 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $37.9K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.