Wealthcare Advisory Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Wealthcare Advisory Partners’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
2022 Q1	–	Sell	-6,289	Closed	-$219K	–	588
2021 Q4	$219K	Sell	6,289 -67,291	-91%	-$2.36M	0.01%	525
2021 Q3	$2.58M	Buy	73,580 +6,547	+10%	+$233K	0.17%	83
2021 Q2	$2.37M	Buy	67,033 +21,313	+47%	+$743K	0.16%	90
2021 Q1	$1.57M	Buy	+45,720	New	+$1.61M	0.11%	113

Other funds holding SPBO

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

Wealthcare Advisory Partners's SPBO Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2022, closing a stake of 6,289 shares — an estimated $219K sold.

Wealthcare Advisory Partners first reported a position in SPBO in Q1 2021 and held it in 4 quarters. The position peaked at $2.58M in Q3 2021. 55 funds tracked by Wall St. Rank hold SPBO as of Q1 2022.

Wealthcare Advisory Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,289 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2022, an estimated $219K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Wealthcare Advisory Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.58M in Q3 2021.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.