Stratos Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Stratos Wealth Partners’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
2022 Q2	–	Sell	-6,262	Closed	-$200K	–	1290
2022 Q1	$200K	Sell	6,262 -71,732	-92%	-$2.37M	﹤0.01%	1182
2021 Q4	$2.71M	Buy	77,994 +70,882	+997%	+$2.48M	0.06%	290
2021 Q3	$250K	Sell	7,112 -84	-1%	-$2.99K	0.01%	1009
2021 Q2	$255K	Sell	7,196 -305	-4%	-$10.6K	0.01%	1034
2021 Q1	$258K	Buy	7,501 +1,280	+21%	+$45K	0.01%	940
2020 Q4	$225K	Buy	+6,221	New	+$222K	0.01%	963

Other funds holding SPBO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

DJSG

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

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

GKWIM

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Stratos Wealth Partners's SPBO Position: Q2 2022 in Review

Stratos Wealth Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2022, closing a stake of 6,262 shares — an estimated $200K sold.

Stratos Wealth Partners first reported a position in SPBO in Q4 2020 and held it in 6 quarters. The position peaked at $2.71M in Q4 2021. 60 funds tracked by Wall St. Rank hold SPBO as of Q2 2022.

Stratos Wealth Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 6,262 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2022, an estimated $200K.
Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Stratos Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.71M in Q4 2021.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.