AWM
SPSB icon

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

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Morgan Stanley
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return