Wealth Management Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,000
Closed -$289K 196
2023
Q2
$289K Buy
+10,000
New +$289K 0.16% 133

Other funds holding SPBO

Wealth Management Associates's SPBO Position: Q3 2023 in Review

Wealth Management Associates sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2023, closing a stake of 10,000 shares — an estimated $289K sold.

Wealth Management Associates first reported a position in SPBO in Q2 2023 and held it in 1 quarter. The position peaked at $289K in Q2 2023. 107 funds tracked by Wall St. Rank hold SPBO as of Q3 2023.

  • Wealth Management Associates reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Associates sold 10,000 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2023, an estimated $289K.
  • Wealth Management Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Wealth Management Associates's State Street SPDR Portfolio Corporate Bond ETF position peaked at $289K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2023.

Based on Wealth Management Associates's 13F filing for Q3 2023, filed 28 May 2025.