Truepoint Inc’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Truepoint Inc’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 Q3	$956K	Buy	+34,766	New	+$986K	0.02%	85

Other funds holding SPBO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Truepoint Inc's SPBO Position: Q3 2026 in Review

Truepoint Inc opened a new position in State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) in Q3 2026: 34,766 shares worth $956K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings.

136 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Truepoint Inc held 34,766 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $956K as of Q3 2026.
State Street SPDR Portfolio Corporate Bond Index ETF was a new Truepoint Inc position in Q3 2026.
State Street SPDR Portfolio Corporate Bond Index ETF made up 0.02% of Truepoint Inc's portfolio in Q3 2026, its #85 holding.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Truepoint Inc's 13F filing for Q3 2026, filed 12 Nov 2026.