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

Wayfinding Financial’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 Q2	–	Sell	-451	Closed	-$13K	–	615
2025 Q1	$13K	Buy	+451	New	+$13K	0.01%	663

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Wayfinding Financial's SPBO Position: Q2 2025 in Review

Wayfinding Financial sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 451 shares — an estimated $13K sold.

Wayfinding Financial first reported a position in SPBO in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Wayfinding Financial reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 451 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $13K.
Wayfinding Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $13K in Q1 2025.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.