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APW
Acima Private Wealth’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
Acima Private Wealth’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
Q4
–
Sell
-289,706
Closed
-$8.49M
–
258
2023
Q3
$8.49M
Buy
289,706
+62,584
+28%
+$1.84M
3.78%
4
2023
Q2
$6.69M
Buy
227,122
+2,450
+1%
+$72.3K
3.2%
6
2023
Q1
$6.66M
Sell
224,672
-4,427
-2%
-$131K
3.27%
7
2022
Q4
$6.73M
Sell
229,099
-45,698
-17%
-$1.34M
3.45%
5
2022
Q3
$8.03M
Buy
274,797
+10,199
+4%
+$303K
4.13%
2
2022
Q2
$7.87M
Buy
264,598
+89,705
+51%
+$2.68M
3.93%
3
2022
Q1
$5.27M
Sell
174,893
-163,225
-48%
-$4.98M
2.43%
11
2021
Q4
$10.5M
Buy
338,118
+21,597
+7%
+$671K
4.51%
2
2021
Q3
$9.89M
Buy
316,521
+14,156
+5%
+$443K
4.55%
1
2021
Q2
$9.46M
Buy
302,365
+43,162
+17%
+$1.35M
4.34%
2
2021
Q1
$8.12M
Buy
259,203
+2,917
+1%
+$91.4K
3.99%
3
2020
Q4
$8.05M
Buy
256,286
+19,404
+8%
+$609K
4.17%
3
2020
Q3
$7.43M
Buy
236,882
+1,400
+0.6%
+$43.9K
4.48%
1
2020
Q2
$7.38M
Buy
235,482
+33,619
+17%
+$1.04M
4.77%
1
2020
Q1
$6.11M
Buy
201,863
+25,077
+14%
+$767K
4.7%
1
2019
Q4
$5.45M
Buy
176,786
+45,661
+35%
+$1.41M
3.77%
5
2019
Q3
$4.04M
Buy
131,125
+51,410
+64%
+$1.58M
3.09%
6
2019
Q2
$2.45M
Buy
+79,715
New
+$2.44M
1.94%
11
Other funds holding SPSB
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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