Squarepoint
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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 – 4470
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 0.01% 1110
2023
Q1 		$11.2M Sell
382,051
-1,755,656
-82% -$51M 0.05% 495
2022
Q4 		$117M Buy
+2,137,707
New +$60.2M 0.46% 21

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Squarepoint's SPBO Position: Q4 2023 in Review

Squarepoint sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2023, closing a stake of 62,459 shares — an estimated $1.72M sold.

Squarepoint first reported a position in SPBO in Q4 2022 and held it in 4 quarters. The position peaked at $117M in Q4 2022. 124 funds tracked by Wall St. Rank hold SPBO as of Q4 2023.

  • Squarepoint reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Squarepoint sold 62,459 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2023, an estimated $1.72M.
  • Squarepoint first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Squarepoint's State Street SPDR Portfolio Corporate Bond ETF position peaked at $117M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2023.

Based on Squarepoint's 13F filing for Q4 2023, filed 14 Feb 2024.