SWP
SPBO icon

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

Summit 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
2023
Q1 		– Sell
-10,646
Closed -$302K – 191
2022
Q4 		$302K Buy
+10,646
New +$300K 0.08% 144

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Partners's SPBO Position: Q1 2023 in Review

Summit Wealth Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2023, closing a stake of 10,646 shares — an estimated $302K sold.

Summit Wealth Partners first reported a position in SPBO in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 92 funds tracked by Wall St. Rank hold SPBO as of Q1 2023.

  • Summit Wealth Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 10,646 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2023, an estimated $302K.
  • Summit Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Summit Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $302K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.