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Tucker Asset Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Tucker Asset Management’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
2024
Q2 		– Sell
-7,262
Closed -$211K – 1781
2024
Q1 		$211K Buy
+7,262
New +$211K 0.05% 163
2023
Q3 		– Sell
-129
Closed -$3.73K – 1534
2023
Q2 		$3.73K Hold
129
– – ﹤0.01% 741
2023
Q1 		$3.77K Buy
+129
New +$3.74K ﹤0.01% 762

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Tucker Asset Management's SPBO Position: Q2 2024 in Review

Tucker Asset Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 7,262 shares — an estimated $211K sold.

Tucker Asset Management first reported a position in SPBO in Q1 2023 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Tucker Asset Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 7,262 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $211K.
  • Tucker Asset Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Tucker Asset Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $211K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.