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 Q2	$846K	Sell	29,132 -6,911	-19%	-$201K	0.01%	443
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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

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

Zacks Investment Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 19% in Q2 2026, selling an estimated $201K and leaving 29,132 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #443.

Zacks Investment Management first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.72M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Zacks Investment Management held 29,132 shares of State Street SPDR Portfolio Corporate Bond ETF worth $846K as of Q2 2026.
Zacks Investment Management sold 6,911 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $201K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #443 holding.
Zacks Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Zacks Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.72M in Q1 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.