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WR Wealth Planners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-336
Closed -$9.27K – 756
2023
Q3 		$9.27K Hold
336
– – ﹤0.01% 584
2023
Q2 		$9.7K Hold
336
– – ﹤0.01% 586
2023
Q1 		$9.83K Buy
+336
New +$9.75K ﹤0.01% 561

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's SPBO Position: Q4 2023 in Review

WR Wealth Planners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2023, closing a stake of 336 shares — an estimated $9.27K sold.

WR Wealth Planners first reported a position in SPBO in Q1 2023 and held it in 3 quarters. The position peaked at $9.83K in Q1 2023. 124 funds tracked by Wall St. Rank hold SPBO as of Q4 2023.

  • WR Wealth Planners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 336 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2023, an estimated $9.27K.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $9.83K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.