State of Wisconsin Investment Board’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

State of Wisconsin Investment Board’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	-27,300	Closed	-$753K	–	2552
2023 Q3	$753K	Hold	27,300	–	–	﹤0.01%	1504
2023 Q2	$788K	Hold	27,300	–	–	﹤0.01%	1565
2023 Q1	$799K	Buy	+27,300	New	+$792K	﹤0.01%	1585

Other funds holding SPBO

RWP

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CWM

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

State of Wisconsin Investment Board's SPBO Position: Q4 2023 in Review

State of Wisconsin Investment Board sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2023, closing a stake of 27,300 shares — an estimated $753K sold.

State of Wisconsin Investment Board first reported a position in SPBO in Q1 2023 and held it in 3 quarters. The position peaked at $799K in Q1 2023. 124 funds tracked by Wall St. Rank hold SPBO as of Q4 2023.

State of Wisconsin Investment Board reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
State of Wisconsin Investment Board sold 27,300 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2023, an estimated $753K.
State of Wisconsin Investment Board first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
State of Wisconsin Investment Board's State Street SPDR Portfolio Corporate Bond ETF position peaked at $799K in Q1 2023.
124 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2023.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2023, filed 12 Feb 2024.