Sterling Manor Financial
SPBO icon

Sterling Manor Financial’s State Street SPDR Portfolio Corporate Bond Index 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
Q3 		$20.9M Buy
+760,411
New +$21.6M 12.1% 1
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 +$9.8M 6.78% 6

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Sterling Manor Financial's SPBO Position: Q3 2026 in Review

Sterling Manor Financial opened a new position in State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) in Q3 2026: 760,411 shares worth $20.9M. The stake represents 12.1% of the portfolio and ranks #1 among its holdings. This is a return to the name: Sterling Manor Financial previously reported a position in SPBO as recently as Q1 2026.

Sterling Manor Financial first reported a position in SPBO in Q3 2024 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • Sterling Manor Financial held 760,411 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $20.9M as of Q3 2026.
  • State Street SPDR Portfolio Corporate Bond Index ETF was a new Sterling Manor Financial position in Q3 2026.
  • State Street SPDR Portfolio Corporate Bond Index ETF made up 12.1% of Sterling Manor Financial's portfolio in Q3 2026, its #1 holding.
  • Sterling Manor Financial first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Sterling Manor Financial's 13F filing for Q3 2026, filed 21 Oct 2026.