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

Zacks 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 Q1	$1.05M	Sell	36,043 -11,211	-24%	-$329K	0.01%	404
2025 Q4	$1.39M	Sell	47,254 -9,440	-17%	-$279K	0.01%	392
2025 Q3	$1.68M	Sell	56,694 -31,330	-36%	-$917K	0.01%	358
2025 Q2	$2.57M	Sell	88,024 -79,720	-48%	-$2.29M	0.02%	292
2025 Q1	$4.87M	Buy	167,744 +290	+0.2%	+$8.36K	0.05%	220
2024 Q4	$4.8M	Sell	167,454 -10,046	-6%	-$294K	0.04%	224
2024 Q3	$5.33M	Sell	177,500 -77,465	-30%	-$2.28M	0.05%	208
2024 Q2	$7.32M	Sell	254,965 -10,317	-4%	-$295K	0.08%	163
2024 Q1	$7.72M	Buy	+265,282	New	+$7.7M	0.08%	171

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Zacks Investment Management's SPBO Position: Q1 2026 in Review

Zacks Investment Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 24% in Q1 2026, selling an estimated $329K and leaving 36,043 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #404.

Zacks Investment Management first reported a position in SPBO in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.72M in Q1 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Zacks Investment Management held 36,043 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.05M as of Q1 2026.
Zacks Investment Management sold 11,211 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $329K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #404 holding.
Zacks Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Zacks Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.72M in Q1 2024.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.