Truist Financial’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Truist Financial’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	$294K	Sell	10,708 -367	-3%	-$10.4K	﹤0.01%	2527
2026 Q2	$322K	Buy	11,075 +102	+0.9%	+$2.96K	﹤0.01%	2491
2026 Q1	$319K	Sell	10,973 -313	-3%	-$9.18K	﹤0.01%	2353
2025 Q4	$331K	Buy	11,286 +4,096	+57%	+$121K	﹤0.01%	2272
2025 Q3	$213K	Buy	7,190 +295	+4%	+$8.64K	﹤0.01%	2525
2025 Q2	$201K	Buy	+6,895	New	+$198K	﹤0.01%	2420
2024 Q3	–	Sell	-7,003	Closed	-$201K	–	2712
2024 Q2	$201K	Sell	7,003 -34	-0.5%	-$973	﹤0.01%	2509
2024 Q1	$205K	Buy	7,037 +75	+1%	+$2.18K	﹤0.01%	2481
2023 Q4	$205K	Sell	6,962 -79,245	-92%	-$2.22M	﹤0.01%	2491
2023 Q3	$2.38M	Buy	86,207 +75,883	+735%	+$2.15M	﹤0.01%	1151
2023 Q2	$298K	Buy	+10,324	New	+$299K	﹤0.01%	2252

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

Truist Financial's SPBO Position: Q3 2026 in Review

Truist Financial reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 3.3% in Q3 2026, selling an estimated $10.4K and leaving 10,708 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Truist Financial first reported a position in SPBO in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q3 2023. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Truist Financial held 10,708 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $294K as of Q3 2026.
Truist Financial sold 367 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $10.4K.
State Street SPDR Portfolio Corporate Bond Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2527 holding.
Truist Financial first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q2 2023 and has held it in 11 quarters since.
Truist Financial's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $2.38M in Q3 2023.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.