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

Accurate 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 Q1	–	Sell	-6,012	Closed	-$178K	–	1262
2022 Q4	$178K	Sell	6,012 -12,030	-67%	-$352K	0.07%	223
2022 Q3	$631K	Buy	18,042 +4,234	+31%	+$126K	0.26%	71
2022 Q2	$411K	Sell	13,808 -3,071	-18%	-$91.8K	0.22%	90
2022 Q1	$508K	Buy	+16,879	New	+$515K	0.23%	87

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Wealth Management's SPSB Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 6,012 shares — an estimated $178K sold.

Accurate Wealth Management first reported a position in SPSB in Q1 2022 and held it in 4 quarters. The position peaked at $631K in Q3 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Accurate Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 6,012 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $178K.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Accurate Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $631K in Q3 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.