Summit Financial Wealth Advisors’s State Street SPDR Portfolio Corporate Bond 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 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

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

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPW

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Summit Financial Wealth Advisors's SPBO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 5.5% in Q2 2026, buying an estimated $1.81M and bringing the position to 1,189,025 shares worth $34.5M. The position accounts for 4.42% of the portfolio, ranked #4.

Summit Financial Wealth Advisors first reported a position in SPBO in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Summit Financial Wealth Advisors held 1,189,025 shares of State Street SPDR Portfolio Corporate Bond ETF worth $34.5M as of Q2 2026.
Summit Financial Wealth Advisors bought 62,237 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.81M.
State Street SPDR Portfolio Corporate Bond ETF made up 4.42% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.