Systelligence LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Systelligence LLC’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
2020 Q4	–	Sell	-75,027	Closed	-$2.66M	–	60
2020 Q3	$2.66M	Buy	75,027 +52,101	+227%	+$1.86M	0.81%	39
2020 Q2	$807K	Sell	22,926 -200,409	-90%	-$6.85M	0.26%	50
2020 Q1	$7.3M	Buy	+223,335	New	+$7.53M	3.4%	8

Other funds holding SPBO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Systelligence LLC's SPBO Position: Q4 2020 in Review

Systelligence LLC sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2020, closing a stake of 75,027 shares — an estimated $2.66M sold.

Systelligence LLC first reported a position in SPBO in Q1 2020 and held it in 3 quarters. The position peaked at $7.3M in Q1 2020. 46 funds tracked by Wall St. Rank hold SPBO as of Q4 2020.

Systelligence LLC reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Systelligence LLC sold 75,027 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2020, an estimated $2.66M.
Systelligence LLC first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Systelligence LLC's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.3M in Q1 2020.
46 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2020.

Based on Systelligence LLC's 13F filing for Q4 2020, filed 23 Sep 2021.