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

Spire 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	$4.85K	Hold	167	–	–	﹤0.01%	1832
2026 Q1	$4.85K	Hold	167	–	–	﹤0.01%	1850
2025 Q4	$4.9K	Hold	167	–	–	﹤0.01%	1919
2025 Q3	$4.95K	Hold	167	–	–	﹤0.01%	1958
2025 Q2	$4.88K	Sell	167 -91	-35%	-$2.61K	﹤0.01%	1954
2025 Q1	$7.49K	Buy	+258	New	+$7.44K	﹤0.01%	1933
2024 Q1	–	Sell	-9,983	Closed	-$291K	–	2393
2023 Q4	$291K	Buy	+9,983	New	+$280K	0.01%	660

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

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

Spire Wealth Management held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 167 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Spire Wealth Management first reported a position in SPBO in Q4 2023 and has held it in 7 quarters since. The position peaked at $291K in Q4 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Spire Wealth Management held 167 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.85K as of Q2 2026.
Spire 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 Spire Wealth Management's portfolio in Q2 2026, its #1832 holding.
Spire Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Spire Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $291K in Q4 2023.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.