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Steward Partners Investment Advisory’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Steward Partners Investment Advisory’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
2025
Q1 		– Sell
-460
Closed -$13.2K – 4147
2024
Q4 		$13.2K Hold
460
– – ﹤0.01% 2981
2024
Q3 		$13.8K Hold
460
– – ﹤0.01% 2821
2024
Q2 		$13.2K Buy
+460
New +$13.2K ﹤0.01% 2703
2022
Q1 		– Sell
-154
Closed -$5K – 3368
2021
Q4 		$5K Buy
+154
New +$5.39K ﹤0.01% 2841

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Steward Partners Investment Advisory's SPBO Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 460 shares — an estimated $13.2K sold.

Steward Partners Investment Advisory first reported a position in SPBO in Q4 2021 and held it in 4 quarters. The position peaked at $13.8K in Q3 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 460 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $13.2K.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $13.8K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.