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Valeo Financial Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Valeo Financial Advisors’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
2025
Q4 		– Sell
-15,649
Closed -$464K – 902
2025
Q3 		$464K Buy
+15,649
New +$458K 0.01% 478

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DJSG
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CI
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Valeo Financial Advisors's SPBO Position: Q4 2025 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 15,649 shares — an estimated $464K sold.

Valeo Financial Advisors first reported a position in SPBO in Q3 2025 and held it in 1 quarter. The position peaked at $464K in Q3 2025. 170 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 15,649 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $464K.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $464K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.