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Wedmont Private Capital’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Wedmont Private Capital’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
2026
Q2 		– Sell
-8,186
Closed -$238K – 977
2026
Q1 		$238K Buy
8,186
+102
+1% +$2.99K 0.01% 744
2025
Q4 		$238K Buy
8,084
+101
+1% +$2.98K 0.01% 720
2025
Q3 		$236K Buy
7,983
+100
+1% +$2.93K 0.01% 693
2025
Q2 		$229K Buy
7,883
+102
+1% +$2.92K 0.01% 677
2025
Q1 		$220K Buy
7,781
+100
+1% +$2.88K 0.01% 623
2024
Q4 		$218K Buy
7,681
+99
+1% +$2.89K 0.01% 643
2024
Q3 		$224K Buy
7,582
+96
+1% +$2.83K 0.01% 604
2024
Q2 		$218K Buy
7,486
+98
+1% +$2.8K 0.01% 589
2024
Q1 		$213K Buy
7,388
+95
+1% +$2.76K 0.02% 556
2023
Q4 		$213K Buy
+7,293
New +$204K 0.02% 515
2023
Q3 		– Sell
-7,109
Closed -$204K – 531
2023
Q2 		$204K Buy
7,109
+110
+2% +$3.18K 0.02% 466
2023
Q1 		$205K Buy
6,999
+53
+0.8% +$1.54K 0.03% 440
2022
Q4 		$202K Buy
+6,946
New +$196K 0.03% 429

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Wedmont Private Capital's SPBO Position: Q2 2026 in Review

Wedmont Private Capital sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 8,186 shares — an estimated $238K sold.

Wedmont Private Capital first reported a position in SPBO in Q4 2022 and held it in 13 quarters. The position peaked at $238K in Q1 2026. 114 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Wedmont Private Capital reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 8,186 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $238K.
  • Wedmont Private Capital first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Wedmont Private Capital's State Street SPDR Portfolio Corporate Bond ETF position peaked at $238K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.