SPIA
GDO

Steward Partners Investment Advisory’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Steward Partners Investment Advisory’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.96K Hold
926
– – ﹤0.01% 3568
2025
Q4 		$10.9K Hold
926
– – ﹤0.01% 3413
2025
Q3 		$11K Hold
926
– – ﹤0.01% 3362
2025
Q2 		$10.9K Hold
926
– – ﹤0.01% 3173
2025
Q1 		$10.7K Sell
926
-841
-48% -$9.56K ﹤0.01% 3063
2024
Q4 		$20K Buy
1,767
+33
+2% +$391 ﹤0.01% 2795
2024
Q3 		$22.3K Sell
1,734
-118
-6% -$1.49K ﹤0.01% 2617
2024
Q2 		$22.6K Hold
1,852
– – ﹤0.01% 2472
2024
Q1 		$23.1K Hold
1,852
– – ﹤0.01% 2460
2023
Q4 		$23.6K Hold
1,852
– – ﹤0.01% 2329
2023
Q3 		$21.9K Hold
1,852
– – ﹤0.01% 2264
2023
Q2 		$22.9K Buy
1,852
+926
+100% +$11.5K ﹤0.01% 2225
2023
Q1 		$11.8K Sell
926
-22,822
-96% -$296K ﹤0.01% 2481
2022
Q4 		$303K Sell
23,748
-42
-0.2% -$513 0.01% 1075
2022
Q3 		$265K Sell
23,790
-7,228
-23% -$97.8K 0.01% 1085
2022
Q2 		$421K Buy
31,018
+3,613
+13% +$51.5K 0.01% 906
2022
Q1 		$407K Buy
27,405
+3,434
+14% +$55K 0.01% 1001
2021
Q4 		$419K Buy
23,971
+3,421
+17% +$60.5K 0.01% 1005
2021
Q3 		$371K Buy
20,550
+5,361
+35% +$98.5K 0.01% 1022
2021
Q2 		$283K Sell
15,189
-16,234
-52% -$293K ﹤0.01% 1223
2021
Q1 		$553K Buy
31,423
+16,250
+107% +$289K 0.01% 851
2020
Q4 		$275K Hold
15,173
– – 0.01% 946
2020
Q3 		$251K Buy
15,173
+1,300
+9% +$22.3K 0.01% 871
2020
Q2 		$227K Buy
13,873
+5,080
+58% +$79.8K 0.01% 840
2020
Q1 		$120K Buy
8,793
+1,043
+13% +$17.7K ﹤0.01% 938
2019
Q4 		$141K Hold
7,750
– – ﹤0.01% 994
2019
Q3 		$135K Buy
7,750
+5,250
+210% +$90.5K ﹤0.01% 973
2019
Q2 		$42K Buy
+2,500
New +$41.9K ﹤0.01% 1400
2018
Q3 		– Sell
-54
Closed -$1K – 2624
2018
Q2 		$1K Hold
54
– – ﹤0.01% 2345
2018
Q1 		$0 Hold
54
– – ﹤0.01% 2255
2017
Q4 		$0 Hold
54
– – ﹤0.01% 1898
2017
Q3 		$0 Hold
54
– – ﹤0.01% 1707
2017
Q2 		$0 Hold
54
– – ﹤0.01% 1646
2017
Q1 		$0 Hold
54
– – ﹤0.01% 1527
2016
Q4 		$0 Buy
+54
New +$923 ﹤0.01% 871

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Steward Partners Investment Advisory's GDO Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Western Asset Global Corporate Defined Opportunity Fund (GDO) position steady in Q1 2026 at 926 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Steward Partners Investment Advisory first reported a position in GDO in Q4 2016 and has held it in 35 quarters since. The position peaked at $553K in Q1 2021. 32 funds tracked by Wall St. Rank hold GDO as of Q1 2026.

  • Steward Partners Investment Advisory held 926 shares of Western Asset Global Corporate Defined Opportunity Fund worth $9.96K as of Q1 2026.
  • Steward Partners Investment Advisory left its Western Asset Global Corporate Defined Opportunity Fund share count unchanged in Q1 2026.
  • Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3568 holding.
  • Steward Partners Investment Advisory first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2016 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Western Asset Global Corporate Defined Opportunity Fund position peaked at $553K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.