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

Simplicity Wealth’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	$208K	Buy	+7,164	New	+$208K	0.01%	969
2024 Q1	–	Sell	-28,588	Closed	-$841K	–	1184
2023 Q4	$841K	Buy	+28,588	New	+$801K	0.33%	51

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

Simplicity Wealth's SPBO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 7,164 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SPBO as recently as Q4 2023.

Simplicity Wealth first reported a position in SPBO in Q4 2023 and has held it in 2 quarters since. The position peaked at $841K in Q4 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Simplicity Wealth held 7,164 shares of State Street SPDR Portfolio Corporate Bond ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Simplicity Wealth position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #969 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and has held it in 2 quarters since.
Simplicity Wealth's State Street SPDR Portfolio Corporate Bond ETF position peaked at $841K in Q4 2023.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.