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Wagner Wealth Management (South Carolina)’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$2.17K Buy
75
+1
+1% +$29 ﹤0.01% 257
2026
Q1 		$2.14K Buy
74
+1
+1% +$29 ﹤0.01% 250
2025
Q4 		$2.14K Buy
73
+1
+1% +$30 ﹤0.01% 236
2025
Q3 		$2.13K Buy
+72
New +$2.11K ﹤0.01% 216

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

Wagner Wealth Management (South Carolina)'s SPBO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.4% in Q2 2026, buying an estimated $29 and bringing the position to 75 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Wagner Wealth Management (South Carolina) first reported a position in SPBO in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 75 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.17K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 1 State Street SPDR Portfolio Corporate Bond ETF share in Q2 2026, an estimated $29.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #257 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.