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3Chopt Investment Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

3Chopt Investment Partners’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,350
Closed -$277K – 144
2023
Q1 		$277K Sell
9,350
-63,103
-87% -$1.86M 0.15% 121
2022
Q4 		$2.13M Buy
+72,453
New +$2.12M 1.16% 27

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3Chopt Investment Partners's SPSB Position: Q2 2023 in Review

3Chopt Investment Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 9,350 shares — an estimated $277K sold.

3Chopt Investment Partners first reported a position in SPSB in Q4 2022 and held it in 2 quarters. The position peaked at $2.13M in Q4 2022. 546 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

  • 3Chopt Investment Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 9,350 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $277K.
  • 3Chopt Investment Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • 3Chopt Investment Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.13M in Q4 2022.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on 3Chopt Investment Partners's 13F filing for Q2 2023, filed 26 Jul 2023.