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 Q2	$1.55M	Buy	53,308 +118	+0.2%	+$3.42K	0.09%	101
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 $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

Strategic Investment Advisors's SPBO Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.22% in Q2 2026, buying an estimated $3.42K and bringing the position to 53,308 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #101.

Strategic Investment Advisors first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Strategic Investment Advisors held 53,308 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.55M as of Q2 2026.
Strategic Investment Advisors bought 118 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $3.42K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.09% of Strategic Investment Advisors's portfolio in Q2 2026, its #101 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.