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Sterling Manor Financial’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sterling Manor Financial’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
Q1 		$19.5M Buy
672,350
+39,493
+6% +$1.16M 12.21% 1
2025
Q4 		$18.6M Buy
632,857
+15,538
+3% +$459K 11.59% 1
2025
Q3 		$18.3M Buy
617,319
+78,394
+15% +$2.29M 11.53% 1
2025
Q2 		$15.7M Buy
538,925
+27,220
+5% +$781K 10.5% 2
2025
Q1 		$14.9M Buy
511,705
+158,287
+45% +$4.56M 10.61% 2
2024
Q4 		$10.1M Buy
353,418
+20,095
+6% +$587K 7.06% 6
2024
Q3 		$10M Buy
+333,323
New +$9.83M 6.78% 6

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Sterling Manor Financial's SPBO Position: Q1 2026 in Review

Sterling Manor Financial increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.2% in Q1 2026, buying an estimated $1.16M and bringing the position to 672,350 shares worth $19.5M. The position accounts for 12.21% of the portfolio, ranked #1.

Sterling Manor Financial first reported a position in SPBO in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Sterling Manor Financial held 672,350 shares of State Street SPDR Portfolio Corporate Bond ETF worth $19.5M as of Q1 2026.
  • Sterling Manor Financial bought 39,493 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.16M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 12.21% of Sterling Manor Financial's portfolio in Q1 2026, its #1 holding.
  • Sterling Manor Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.