Valmark Advisers’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Valmark Advisers’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	$8.96M	Sell	308,596 -49,860	-14%	-$1.46M	0.11%	93
2025 Q4	$10.5M	Buy	358,456 +153,695	+75%	+$4.54M	0.13%	80
2025 Q3	$6.07M	Sell	204,761 -3,395	-2%	-$99.4K	0.08%	106
2025 Q2	$6.08M	Buy	208,156 +86,009	+70%	+$2.47M	0.08%	99
2025 Q1	$3.55M	Sell	122,147 -6,808	-5%	-$196K	0.05%	138
2024 Q4	$3.69M	Buy	128,955 +30,231	+31%	+$883K	0.06%	129
2024 Q3	$2.96M	Sell	98,724 -2,142	-2%	-$63.2K	0.05%	144
2024 Q2	$2.89M	Sell	100,866 -761	-0.7%	-$21.8K	0.05%	138
2024 Q1	$2.96M	Sell	101,627 -1,318	-1%	-$38.3K	0.05%	131
2023 Q4	$3.03M	Buy	102,945 +50,209	+95%	+$1.41M	0.06%	123
2023 Q3	$1.45M	Sell	52,736 -2,356	-4%	-$66.7K	0.03%	177
2023 Q2	$1.59M	Sell	55,092 -4,708	-8%	-$136K	0.03%	173
2023 Q1	$1.75M	Sell	59,800 -145	-0.2%	-$4.21K	0.04%	157
2022 Q4	$1.7M	Buy	+59,945	New	+$1.69M	0.04%	156

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Valmark Advisers's SPBO Position: Q1 2026 in Review

Valmark Advisers reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 14% in Q1 2026, selling an estimated $1.46M and leaving 308,596 shares worth $8.96M. The position accounts for 0.11% of the portfolio, ranked #93.

Valmark Advisers first reported a position in SPBO in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q4 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Valmark Advisers held 308,596 shares of State Street SPDR Portfolio Corporate Bond ETF worth $8.96M as of Q1 2026.
Valmark Advisers sold 49,860 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.46M.
State Street SPDR Portfolio Corporate Bond ETF made up 0.11% of Valmark Advisers's portfolio in Q1 2026, its #93 holding.
Valmark Advisers first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Valmark Advisers's State Street SPDR Portfolio Corporate Bond ETF position peaked at $10.5M in Q4 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.