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

Advocacy Wealth Management 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
Q4 		– Sell
-10,516
Closed -$318K – 62
2024
Q3 		$318K Sell
10,516
-9,440
-47% -$283K 0.03% 46
2024
Q2 		$593K Sell
19,956
-122,672
-86% -$3.63M 0.05% 45
2024
Q1 		$4.25M Sell
142,628
-1,584,260
-92% -$47.1M 0.37% 31
2023
Q4 		$51.4M Sell
1,726,888
-1,833,107
-51% -$53.9M 4.88% 8
2023
Q3 		$104M Buy
3,559,995
+169,454
+5% +$4.98M 11.61% 1
2023
Q2 		$99.8M Buy
3,390,541
+162,951
+5% +$4.81M 11.41% 1
2023
Q1 		$95.6M Buy
3,227,590
+216,340
+7% +$6.38M 11.61% 1
2022
Q4 		$88.5M Buy
3,011,250
+223,027
+8% +$6.53M 11.69% 2
2022
Q3 		$81.6M Buy
2,788,223
+94,586
+4% +$2.81M 11.91% 3
2022
Q2 		$80.1M Buy
+2,693,637
New +$80.5M 12.88% 4
2021
Q3 		– Sell
-365
Closed -$11K – 201
2021
Q2 		$11K Sell
365
-13,940
-97% -$436K ﹤0.01% 134
2021
Q1 		$447K Sell
14,305
-11,206
-44% -$351K 0.09% 36
2020
Q4 		$801K Sell
25,511
-5,648
-18% -$177K 0.12% 32
2020
Q3 		$976K Sell
31,159
-660,963
-95% -$20.7M 0.16% 34
2020
Q2 		$21.7M Sell
692,122
-510,914
-42% -$15.8M 4.39% 7
2020
Q1 		$36.3M Buy
1,203,036
+254,188
+27% +$7.77M 8.03% 5
2019
Q4 		$29.3M Buy
948,848
+732,097
+338% +$22.6M 8.34% 4
2019
Q3 		$6.69M Buy
216,751
+26,656
+14% +$820K 4.46% 9
2019
Q2 		$5.85M Buy
190,095
+128,298
+208% +$3.92M 4.23% 9
2019
Q1 		$1.88M Buy
+61,797
New +$1.87M 2.05% 13
2017
Q4 		– Sell
-2,870
Closed -$88K – 248
2017
Q3 		$88K Sell
2,870
-375,871
-99% -$11.5M 0.04% 47
2017
Q2 		$11.6M Sell
378,741
-206,645
-35% -$6.33M 4.16% 9
2017
Q1 		$17.9M Buy
585,386
+320,277
+121% +$9.79M 6.25% 4
2016
Q4 		$8.09M Buy
265,109
+17,762
+7% +$543K 2.43% 18
2016
Q3 		$7.61M Buy
247,347
+71,741
+41% +$2.21M 2.95% 19
2016
Q2 		$5.41M Buy
175,606
+78,763
+81% +$2.42M 2.73% 19
2016
Q1 		$2.97M Buy
+96,843
New +$2.95M 2.06% 18
2013
Q3 		– Sell
-1,359
Closed -$42K – 308
2013
Q2 		$42K Buy
+1,359
New +$41.8K 0.17% 94

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's SPSB Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 10,516 shares — an estimated $318K sold.

Advocacy Wealth Management Services first reported a position in SPSB in Q2 2013 and held it in 28 quarters. The position peaked at $104M in Q3 2023. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 10,516 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $318K.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 28 quarters.
  • Advocacy Wealth Management Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $104M in Q3 2023.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.