WIM
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Westside Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Westside Investment 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
2026
Q2 		$72.6K Hold
2,500
– – 0.01% 498
2026
Q1 		$72.6K Buy
+2,500
New +$73.3K 0.01% 477
2025
Q4 		– Sell
-1,664
Closed -$49.3K – 1540
2025
Q3 		$49.3K Buy
+1,664
New +$48.7K 0.01% 545

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Westside Investment Management's SPBO Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 2,500 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #498.

Westside Investment Management first reported a position in SPBO in Q3 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Westside Investment Management held 2,500 shares of State Street SPDR Portfolio Corporate Bond ETF worth $72.6K as of Q2 2026.
  • Westside Investment Management left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #498 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.