Wealthstar Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Wealthstar Advisors’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 Q2	–	Sell	-95,420	Closed	-$2.79M	–	93
2023 Q1	$2.79M	Buy	95,420 +40	+0%	+$1.16K	1.06%	12
2022 Q4	$2.71M	Sell	95,380 -199	-0.2%	-$5.61K	1.23%	11
2022 Q3	$2.66M	Buy	95,579 +135	+0.1%	+$3.99K	1.27%	11
2022 Q2	$2.83M	Sell	95,444 -24	-0%	-$726	1.09%	15
2022 Q1	$3.06M	Sell	95,468 -3,172	-3%	-$105K	1.13%	16
2021 Q4	$3.44M	Buy	98,640 +5,179	+6%	+$181K	1.18%	16
2021 Q3	$3.29M	Buy	93,461 +6,751	+8%	+$240K	0.99%	19
2021 Q2	$3.07M	Buy	+86,710	New	+$3.02M	0.96%	13

Other funds holding SPBO

DJSG

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

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

CWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

AWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wealthstar Advisors's SPBO Position: Q2 2023 in Review

Wealthstar Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2023, closing a stake of 95,420 shares — an estimated $2.79M sold.

Wealthstar Advisors first reported a position in SPBO in Q2 2021 and held it in 8 quarters. The position peaked at $3.44M in Q4 2021. 97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

Wealthstar Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Wealthstar Advisors sold 95,420 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2023, an estimated $2.79M.
Wealthstar Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Wealthstar Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.44M in Q4 2021.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.