Squarepoint

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

Squarepoint’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
2023 Q4	–	Sell	-62,459	Closed	-$1.72M	–	4543
2023 Q3	$1.72M	Sell	62,459 -102,403	-62%	-$2.9M	0.01%	1929
2023 Q2	$4.76M	Sell	164,862 -217,189	-57%	-$6.28M	0.03%	1110
2023 Q1	$11.2M	Sell	382,051 -1,755,656	-82%	-$51M	0.08%	495
2022 Q4	$117M	Buy	+2,137,707	New	+$60.2M	0.77%	21

Other funds holding SPBO

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return