SMG
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Smart Money Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Smart Money Group’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
2021
Q2 		– Sell
-49,446
Closed -$1.7M – 63
2021
Q1 		$1.7M Buy
+49,446
New +$1.74M 1.42% 18

Other funds holding SPBO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Smart Money Group's SPBO Position: Q2 2021 in Review

Smart Money Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2021, closing a stake of 49,446 shares — an estimated $1.7M sold.

Smart Money Group first reported a position in SPBO in Q1 2021 and held it in 1 quarter. The position peaked at $1.7M in Q1 2021. 54 funds tracked by Wall St. Rank hold SPBO as of Q2 2021.

  • Smart Money Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Smart Money Group sold 49,446 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2021, an estimated $1.7M.
  • Smart Money Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Smart Money Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.7M in Q1 2021.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2021.

Based on Smart Money Group's 13F filing for Q2 2021, filed 3 Aug 2021.