Strategic Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Strategic Investment Advisors’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	$1.54M	Buy	53,190 +20,139	+61%	+$591K	0.11%	97
2025 Q4	$970K	Buy	33,051 +32,798	+12,964%	+$969K	0.08%	106
2025 Q3	$958K	Sell	253 -32,737	-99%	-$958K	0.09%	104
2025 Q2	$962K	Sell	32,990 -1,697	-5%	-$48.7K	0.09%	102
2025 Q1	$1.01M	Sell	34,687 -680	-2%	-$19.6K	0.11%	106
2024 Q4	$1.01M	Buy	35,367 +9,599	+37%	+$280K	0.11%	111
2024 Q3	$774K	Buy	25,768 +543	+2%	+$16K	0.08%	141
2024 Q2	$724K	Buy	25,225 +844	+3%	+$24.1K	0.09%	139
2024 Q1	$710K	Buy	+24,381	New	+$708K	0.09%	140

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return