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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
Q2 		$221K Sell
7,595
-587
-7% -$17K ﹤0.01% 1482
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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Summit Financial's SPBO Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 7.2% in Q2 2026, selling an estimated $17K and leaving 7,595 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Summit Financial first reported a position in SPBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $238K in Q1 2026. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Summit Financial held 7,595 shares of State Street SPDR Portfolio Corporate Bond ETF worth $221K as of Q2 2026.
  • Summit Financial sold 587 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $17K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1482 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $238K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.