Acorn Financial Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Acorn Financial Advisory Services’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
2024 Q1	–	Sell	-45,423	Closed	-$1.35M	–	253
2023 Q4	$1.35M	Sell	45,423 -7,590	-14%	-$223K	0.24%	65
2023 Q3	$1.55M	Sell	53,013 -3,662	-6%	-$108K	0.28%	55
2023 Q2	$1.67M	Sell	56,675 -2,374	-4%	-$70.1K	0.3%	49
2023 Q1	$1.75M	Sell	59,049 -5,004	-8%	-$148K	0.34%	41
2022 Q4	$1.88M	Buy	64,053 +18,808	+42%	+$550K	0.4%	28
2022 Q3	$1.32M	Buy	+45,245	New	+$1.34M	0.32%	46
2020 Q3	–	Sell	-6,491	Closed	-$203K	–	199
2020 Q2	$203K	Sell	6,491 -125	-2%	-$3.88K	0.14%	182
2020 Q1	$200K	Sell	6,616 -158	-2%	-$4.83K	0.2%	155
2019 Q4	$209K	Buy	+6,774	New	+$209K	0.18%	158

Other funds holding SPSB

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acorn Financial Advisory Services's SPSB Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 45,423 shares — an estimated $1.35M sold.

Acorn Financial Advisory Services first reported a position in SPSB in Q4 2019 and held it in 9 quarters. The position peaked at $1.88M in Q4 2022. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Acorn Financial Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 45,423 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $1.35M.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Acorn Financial Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.88M in Q4 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.