Western Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Western Wealth Management’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
2021 Q1	–	Sell	-9,869	Closed	-$357K	–	535
2020 Q4	$357K	Buy	9,869 +15	+0.2%	+$536	0.05%	319
2020 Q3	$349K	Buy	+9,854	New	+$352K	0.06%	301

Other funds holding SPBO

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

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

PAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GLA

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Western Wealth Management's SPBO Position: Q1 2021 in Review

Western Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2021, closing a stake of 9,869 shares — an estimated $357K sold.

Western Wealth Management first reported a position in SPBO in Q3 2020 and held it in 2 quarters. The position peaked at $357K in Q4 2020. 47 funds tracked by Wall St. Rank hold SPBO as of Q1 2021.

Western Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Western Wealth Management sold 9,869 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2021, an estimated $357K.
Western Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
Western Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $357K in Q4 2020.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2021.

Based on Western Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.