Sovran Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sovran Advisors’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	$281K	Sell	9,839 -19	-0.2%	-$551	0.02%	502
2026 Q1	$286K	Sell	9,858 -66	-0.7%	-$1.94K	0.02%	469
2025 Q4	$293K	Sell	9,924 -33	-0.3%	-$975	0.02%	453
2025 Q3	$295K	Sell	9,957 -86	-0.9%	-$2.52K	0.03%	437
2025 Q2	$290K	Buy	+10,043	New	+$288K	0.03%	406

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

Sovran Advisors's SPBO Position: Q2 2026 in Review

Sovran Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.19% in Q2 2026, selling an estimated $551 and leaving 9,839 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #502.

Sovran Advisors first reported a position in SPBO in Q2 2025 and has held it in 5 quarters since. The position peaked at $295K in Q3 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Sovran Advisors held 9,839 shares of State Street SPDR Portfolio Corporate Bond ETF worth $281K as of Q2 2026.
Sovran Advisors sold 19 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $551.
State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #502 holding.
Sovran Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Sovran Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $295K in Q3 2025.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.