UBS Group
SPBO icon

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

UBS Group’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
Q1 		$96.7K Sell
3,332
-1,668
-33% -$48.9K ﹤0.01% 7011
2025
Q4 		$147K Sell
5,000
-2,700
-35% -$79.7K ﹤0.01% 6732
2025
Q3 		$228K Buy
7,700
+500
+7% +$14.6K ﹤0.01% 6596
2025
Q2 		$210K Buy
7,200
+200
+3% +$5.74K ﹤0.01% 6686
2025
Q1 		$203K Buy
7,000
+807
+13% +$23.3K ﹤0.01% 6545
2024
Q4 		$177K Sell
6,193
-5,624
-48% -$164K ﹤0.01% 6525
2024
Q3 		$355K Buy
+11,817
New +$348K ﹤0.01% 5463
2023
Q3 		– Sell
-163
Closed -$4.71K – 9934
2023
Q2 		$4.71K Sell
163
-782
-83% -$22.6K ﹤0.01% 7505
2023
Q1 		$27.6K Buy
+945
New +$27.4K ﹤0.01% 6848
2022
Q4 		– Sell
-5,202
Closed -$145K – 11116
2022
Q3 		$145K Buy
5,202
+2,357
+83% +$69.6K ﹤0.01% 5392
2022
Q2 		$84K Buy
+2,845
New +$86K ﹤0.01% 5553
2022
Q1 		– Sell
-1,918
Closed -$67K – 10850
2021
Q4 		$67K Buy
1,918
+934
+95% +$32.7K ﹤0.01% 6665
2021
Q3 		$35K Buy
+984
New +$35K ﹤0.01% 6624
2020
Q2 		– Sell
-281
Closed -$9K – 8330
2020
Q1 		$9K Buy
+281
New +$9.47K ﹤0.01% 7012
2019
Q1 		– Sell
-3,304
Closed -$101K – 8131
2018
Q4 		$101K Buy
3,304
+1,110
+51% +$33.8K ﹤0.01% 5540
2018
Q3 		$68K Sell
2,194
-1,345
-38% -$41.6K ﹤0.01% 5924
2018
Q2 		$110K Buy
+3,539
New +$110K ﹤0.01% 5378
2017
Q2 		– Sell
-1,856
Closed -$59K – 7958
2017
Q1 		$59K Sell
1,856
-10,329
-85% -$328K ﹤0.01% 5404
2016
Q4 		$384K Buy
12,185
+11,941
+4,894% +$382K ﹤0.01% 4311
2016
Q3 		$8K Buy
+244
New +$8.03K ﹤0.01% 6920
2016
Q1 		– Sell
-69
Closed -$2K – 8122
2015
Q4 		$2K Hold
69
– – ﹤0.01% 8028
2015
Q3 		$2K Sell
69
-62
-47% -$1.95K ﹤0.01% 8099
2015
Q2 		$4K Sell
131
-37,012
-100% -$1.19M ﹤0.01% 7990
2015
Q1 		$1.22M Sell
37,143
-562
-1% -$18.5K ﹤0.01% 3389
2014
Q4 		$1.22M Buy
+37,705
New +$1.22M ﹤0.01% 3404

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group's SPBO Position: Q1 2026 in Review

UBS Group reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 33% in Q1 2026, selling an estimated $48.9K and leaving 3,332 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7011.

UBS Group first reported a position in SPBO in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2014. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • UBS Group held 3,332 shares of State Street SPDR Portfolio Corporate Bond ETF worth $96.7K as of Q1 2026.
  • UBS Group sold 1,668 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $48.9K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7011 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2014 and has held it in 25 quarters since.
  • UBS Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.22M in Q4 2014.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.