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Synergy Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Synergy Investment Management’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 		$157K Buy
5,397
+1,337
+33% +$38.8K 0.04% 200
2026
Q1 		$118K Buy
+4,060
New +$119K 0.04% 179
2025
Q2 		– Sell
-7,355
Closed -$213K – 493
2025
Q1 		$213K Sell
7,355
-2,698
-27% -$77.8K 0.09% 119
2024
Q4 		$288K Buy
+10,053
New +$294K 0.12% 94

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

Synergy Investment Management's SPBO Position: Q2 2026 in Review

Synergy Investment Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 33% in Q2 2026, buying an estimated $38.8K and bringing the position to 5,397 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #200.

Synergy Investment Management first reported a position in SPBO in Q4 2024 and has held it in 4 quarters since. The position peaked at $288K in Q4 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Synergy Investment Management held 5,397 shares of State Street SPDR Portfolio Corporate Bond ETF worth $157K as of Q2 2026.
  • Synergy Investment Management bought 1,337 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $38.8K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #200 holding.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $288K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.