Summit Financial Wealth Advisors’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Summit Financial Wealth 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 Q3	$31.4M	Sell	1,142,910 -46,115	-4%	-$1.31M	3.89%	5
2026 Q2	$34.5M	Buy	1,189,025 +62,237	+6%	+$1.81M	4.42%	4
2026 Q1	$32.7M	Buy	1,126,788 +99,072	+10%	+$2.91M	4.64%	4
2025 Q4	$30.2M	Buy	1,027,716 +110,788	+12%	+$3.27M	4.32%	4
2025 Q3	$27.1M	Buy	916,928 +121,857	+15%	+$3.57M	4.21%	4
2025 Q2	$23.2M	Buy	795,071 +61,264	+8%	+$1.76M	4.17%	5
2025 Q1	$21.3M	Buy	733,807 +273,868	+60%	+$7.9M	4.23%	6
2024 Q4	$13.2M	Buy	+459,939	New	+$13.4M	2.58%	11

Other funds holding SPBO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Summit Financial Wealth Advisors's SPBO Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 3.9% in Q3 2026, selling an estimated $1.31M and leaving 1,142,910 shares worth $31.4M. The position accounts for 3.89% of the portfolio, ranked #5.

Summit Financial Wealth Advisors first reported a position in SPBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $34.5M in Q2 2026. 127 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Summit Financial Wealth Advisors held 1,142,910 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $31.4M as of Q3 2026.
Summit Financial Wealth Advisors sold 46,115 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $1.31M.
State Street SPDR Portfolio Corporate Bond Index ETF made up 3.89% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
Summit Financial Wealth Advisors's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $34.5M in Q2 2026.
127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.