Visionary Horizons
SPBO icon

Visionary Horizons’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Visionary Horizons’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
Q3 		$344K Buy
12,498
+2,002
+19% +$56.8K 0.14% 108
2026
Q2 		$305K Buy
10,496
+93
+0.9% +$2.7K 0.13% 123
2026
Q1 		$302K Buy
+10,403
New +$305K 0.15% 106

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Visionary Horizons's SPBO Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 19% in Q3 2026, buying an estimated $56.8K and bringing the position to 12,498 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #108.

Visionary Horizons first reported a position in SPBO in Q1 2026 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • Visionary Horizons held 12,498 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $344K as of Q3 2026.
  • Visionary Horizons bought 2,002 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $56.8K.
  • State Street SPDR Portfolio Corporate Bond Index ETF made up 0.14% of Visionary Horizons's portfolio in Q3 2026, its #108 holding.
  • Visionary Horizons first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.