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

Stifel 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 Q2	$402K	Sell	13,850 -1,655	-11%	-$48K	﹤0.01%	3115
2026 Q1	$450K	Buy	15,505 +60	+0.4%	+$1.76K	﹤0.01%	2936
2025 Q4	$453K	Sell	15,445 -568	-4%	-$16.8K	﹤0.01%	2919
2025 Q3	$474K	Buy	16,013 +1,345	+9%	+$39.4K	﹤0.01%	2849
2025 Q2	$429K	Sell	14,668 -186	-1%	-$5.33K	﹤0.01%	2861
2025 Q1	$431K	Sell	14,854 -18,517	-55%	-$534K	﹤0.01%	2782
2024 Q4	$956K	Buy	33,371 +1,477	+5%	+$43.2K	﹤0.01%	2274
2024 Q3	$958K	Buy	31,894 +8,537	+37%	+$252K	﹤0.01%	2258
2024 Q2	$670K	Buy	23,357 +4,425	+23%	+$127K	﹤0.01%	2427
2024 Q1	$551K	Buy	+18,932	New	+$550K	﹤0.01%	2550

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

DJSG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Stifel Financial's SPBO Position: Q2 2026 in Review

Stifel Financial reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 11% in Q2 2026, selling an estimated $48K and leaving 13,850 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

Stifel Financial first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. The position peaked at $958K in Q3 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Stifel Financial held 13,850 shares of State Street SPDR Portfolio Corporate Bond ETF worth $402K as of Q2 2026.
Stifel Financial sold 1,655 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $48K.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3115 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Stifel Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $958K in Q3 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.