BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$6.21M	Buy	+213,790	New	+$6.16M	0.37%	59

Other funds holding SPBO

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPBO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) in Q1 2025: 213,790 shares worth $6.21M. The stake represents 0.37% of the portfolio and ranks #59 among its holdings.

165 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

BOLTON SECURITIES CORPORATION held 213,790 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $6.21M as of Q1 2025.
State Street SPDR Portfolio Corporate Bond Index ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
State Street SPDR Portfolio Corporate Bond Index ETF made up 0.37% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #59 holding.
165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.