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Wealthspire Advisors (New York)’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-454
Closed -$13.5K – 2618
2025
Q3 		$13.5K Buy
+454
New +$13.3K ﹤0.01% 1879

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Bank of America
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DJSG
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CI
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPBO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 454 shares — an estimated $13.5K sold.

Wealthspire Advisors (New York) first reported a position in SPBO in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 454 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $13.5K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR Portfolio Corporate Bond ETF position peaked at $13.5K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.