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Transatlantique Private Wealth’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Transatlantique Private Wealth’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
2025
Q4 		$2.58M Buy
87,959
+13,393
+18% +$396K 0.81% 34
2025
Q3 		$2.21M Buy
74,566
+12,006
+19% +$351K 0.72% 38
2025
Q2 		$1.83M Buy
62,560
+1,766
+3% +$50.6K 0.67% 40
2025
Q1 		$1.76M Buy
60,794
+5,365
+10% +$155K 0.7% 34
2024
Q4 		$1.59M Buy
55,429
+69
+0.1% +$2.02K 0.6% 42
2024
Q3 		$1.66M Buy
+55,360
New +$1.63M 0.64% 41

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Transatlantique Private Wealth's SPBO Position: Q4 2025 in Review

Transatlantique Private Wealth increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 18% in Q4 2025, buying an estimated $396K and bringing the position to 87,959 shares worth $2.58M. The position accounts for 0.81% of the portfolio, ranked #34.

Transatlantique Private Wealth first reported a position in SPBO in Q3 2024 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Transatlantique Private Wealth held 87,959 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.58M as of Q4 2025.
  • Transatlantique Private Wealth bought 13,393 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $396K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.81% of Transatlantique Private Wealth's portfolio in Q4 2025, its #34 holding.
  • Transatlantique Private Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.