Accel Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Accel Wealth Management’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	-981	Closed	-$29.1K	–	759
2023 Q1	$29.1K	Hold	981	–	–	0.01%	614
2022 Q4	$28.8K	Hold	981	–	–	0.01%	470
2022 Q3	$29K	Hold	981	–	–	0.02%	478
2022 Q2	$29K	Hold	981	–	–	0.02%	458
2022 Q1	$29K	Hold	981	–	–	0.02%	476
2021 Q4	$30K	Hold	981	–	–	0.01%	487
2021 Q3	$31K	Hold	981	–	–	0.02%	413
2021 Q2	$31K	Hold	981	–	–	0.02%	437
2021 Q1	$31K	Hold	981	–	–	0.03%	409
2020 Q4	$31K	Buy	+981	New	+$30.8K	0.03%	401

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's SPSB Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 981 shares — an estimated $29.1K sold.

Accel Wealth Management first reported a position in SPSB in Q4 2020 and held it in 10 quarters. The position peaked at $31K in Q3 2021. 546 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 981 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $29.1K.
Accel Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $31K in Q3 2021.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.