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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 – 257
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acima Private Wealth's SPSB Position: Q4 2023 in Review

Acima Private Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 289,706 shares — an estimated $8.49M sold.

Acima Private Wealth first reported a position in SPSB in Q2 2019 and held it in 18 quarters. The position peaked at $10.5M in Q4 2021. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Acima Private Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 289,706 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $8.49M.
  • Acima Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 18 quarters.
  • Acima Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.5M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.