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

Summit Financial’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 		$238K Buy
8,182
+339
+4% +$9.95K ﹤0.01% 1285
2025
Q4 		$230K Buy
7,843
+497
+7% +$14.7K ﹤0.01% 1184
2025
Q3 		$218K Buy
+7,346
New +$215K ﹤0.01% 1178

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Summit Financial's SPBO Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 4.3% in Q1 2026, buying an estimated $9.95K and bringing the position to 8,182 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Summit Financial first reported a position in SPBO in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Summit Financial held 8,182 shares of State Street SPDR Portfolio Corporate Bond ETF worth $238K as of Q1 2026.
  • Summit Financial bought 339 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $9.95K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1285 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.