Transamerica Financial Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Transamerica Financial Advisors’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	$1.33M	Sell	45,779 -4,348	-9%	-$126K	0.11%	177
2026 Q1	$1.46M	Sell	50,127 -2,848	-5%	-$83.6K	0.12%	160
2025 Q4	$1.55M	Sell	52,975 -2,034	-4%	-$60.1K	0.13%	150
2025 Q3	$1.63M	Sell	55,009 -469	-0.8%	-$13.7K	0.14%	122
2025 Q2	$1.62M	Sell	55,478 -994	-2%	-$28.5K	0.15%	114
2025 Q1	$1.64M	Sell	56,472 -2,543	-4%	-$73.3K	0.17%	119
2024 Q4	$1.69M	Sell	59,015 -1,779	-3%	-$52K	0.17%	115
2024 Q3	$1.83M	Sell	60,794 -10,823	-15%	-$319K	0.18%	112
2024 Q2	$2.06M	Hold	71,617	–	–	0.22%	97
2024 Q1	$2.08M	Buy	71,617 +47,893	+202%	+$1.39M	0.21%	103
2023 Q4	$698K	Buy	23,724 +1,557	+7%	+$43.6K	0.1%	143
2023 Q3	$612K	Sell	22,167 -9,565	-30%	-$271K	0.08%	152
2023 Q2	$917K	Sell	31,732 -289	-0.9%	-$8.36K	0.12%	148
2023 Q1	$937K	Buy	32,021 +9,346	+41%	+$271K	0.12%	137
2022 Q4	$644K	Buy	22,675 +22,223	+4,917%	+$626K	0.09%	155
2022 Q3	$13K	Sell	452 -4	-0.9%	-$118	﹤0.01%	308
2022 Q2	$14K	Buy	+456	New	+$13.8K	﹤0.01%	306
2020 Q3	–	Sell	-486	Closed	-$18K	–	434
2020 Q2	$18K	Buy	+486	New	+$16.6K	﹤0.01%	230

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

Transamerica Financial Advisors's SPBO Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 8.7% in Q2 2026, selling an estimated $126K and leaving 45,779 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #177.

Transamerica Financial Advisors first reported a position in SPBO in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.08M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Transamerica Financial Advisors held 45,779 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.33M as of Q2 2026.
Transamerica Financial Advisors sold 4,348 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $126K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.11% of Transamerica Financial Advisors's portfolio in Q2 2026, its #177 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.08M in Q1 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.