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

Tidemark’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	$4.72M	Buy	162,442 +4,939	+3%	+$143K	1.06%	28
2026 Q1	$4.57M	Buy	+157,503	New	+$4.62M	1.16%	24
2025 Q4	–	Sell	-132,230	Closed	-$3.92M	–	709
2025 Q3	$3.92M	Buy	132,230 +4,689	+4%	+$137K	1.14%	23
2025 Q2	$3.73M	Buy	127,541 +4,273	+3%	+$123K	1.2%	22
2025 Q1	$3.58M	Buy	123,268 +19,180	+18%	+$553K	1.31%	18
2024 Q4	$2.98M	Buy	104,088 +1,993	+2%	+$58.2K	1.14%	20
2024 Q3	$3.07M	Buy	102,095 +7,135	+8%	+$210K	1.26%	17
2024 Q2	$2.73M	Buy	94,960 +10,628	+13%	+$304K	1.25%	18
2024 Q1	$2.45M	Buy	84,332 +20,319	+32%	+$590K	1.37%	18
2023 Q4	$1.88M	Buy	+64,013	New	+$1.79M	1.18%	18

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Tidemark's SPBO Position: Q2 2026 in Review

Tidemark increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.1% in Q2 2026, buying an estimated $143K and bringing the position to 162,442 shares worth $4.72M. The position accounts for 1.06% of the portfolio, ranked #28.

Tidemark first reported a position in SPBO in Q4 2023 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Tidemark held 162,442 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.72M as of Q2 2026.
Tidemark bought 4,939 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $143K.
State Street SPDR Portfolio Corporate Bond ETF made up 1.06% of Tidemark's portfolio in Q2 2026, its #28 holding.
Tidemark first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.