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

Woodside 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
2026 Q1	–	Sell	-5,483	Closed	-$161K	–	66
2025 Q4	$161K	Hold	5,483	–	–	0.12%	47
2025 Q3	$162K	Hold	5,483	–	–	0.13%	44
2025 Q2	$160K	Hold	5,483	–	–	0.14%	41
2025 Q1	$159K	Buy	+5,483	New	+$158K	0.15%	39

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Woodside Wealth Management's SPBO Position: Q1 2026 in Review

Woodside Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 5,483 shares — an estimated $161K sold.

Woodside Wealth Management first reported a position in SPBO in Q1 2025 and held it in 4 quarters. The position peaked at $162K in Q3 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Woodside Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Woodside Wealth Management sold 5,483 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $161K.
Woodside Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Woodside Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $162K in Q3 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.