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

WealthSource 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
2023 Q4	$1.1M	Buy	37,408 +13,784	+58%	+$386K	0.07%	188
2023 Q3	$652K	Sell	23,624 -17,210	-42%	-$487K	0.04%	259
2023 Q2	$1.18M	Buy	40,834 +2,237	+6%	+$64.7K	0.08%	178
2023 Q1	$1.13M	Buy	+38,597	New	+$1.12M	0.08%	183

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthSource Partners's SPBO Position: Q4 2023 in Review

WealthSource Partners increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 58% in Q4 2023, buying an estimated $386K and bringing the position to 37,408 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #188.

WealthSource Partners first reported a position in SPBO in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.18M in Q2 2023. 124 funds tracked by Wall St. Rank hold SPBO as of Q4 2023.

WealthSource Partners held 37,408 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.1M as of Q4 2023.
WealthSource Partners bought 13,784 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2023, an estimated $386K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #188 holding.
WealthSource Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
WealthSource Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.18M in Q2 2023.
124 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.