UBS AM
SPBO icon

UBS AM’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

UBS AM’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 		– Sell
-3,332
Closed -$96.7K – 3853
2026
Q1 		$96.7K Buy
+3,332
New +$97.8K ﹤0.01% 2848

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

UBS AM's SPBO Position: Q2 2026 in Review

UBS AM sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 3,332 shares — an estimated $96.7K sold.

UBS AM first reported a position in SPBO in Q1 2026 and held it in 1 quarter. The position peaked at $96.7K in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • UBS AM reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS AM sold 3,332 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $96.7K.
  • UBS AM first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • UBS AM's State Street SPDR Portfolio Corporate Bond ETF position peaked at $96.7K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.