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Alera Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Alera Investment Advisors’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
Q3 		– Sell
-10,500
Closed -$309K – 171
2023
Q2 		$309K Buy
10,500
+312
+3% +$9.21K 0.07% 143
2023
Q1 		$302K Buy
10,188
+380
+4% +$11.2K 0.07% 149
2022
Q4 		$288K Buy
9,808
+335
+4% +$9.8K 0.07% 149
2022
Q3 		$277K Buy
9,473
+29
+0.3% +$861 0.08% 146
2022
Q2 		$281K Buy
9,444
+2,711
+40% +$81K 0.08% 150
2022
Q1 		$203K Sell
6,733
-2,756
-29% -$84.1K 0.05% 175
2021
Q4 		$294K Sell
9,489
-2,606
-22% -$80.9K 0.08% 85
2021
Q3 		$378K Buy
12,095
+1,340
+12% +$41.9K 0.11% 62
2021
Q2 		$337K Buy
10,755
+933
+9% +$29.2K 0.1% 70
2021
Q1 		$308K Buy
9,822
+372
+4% +$11.7K 0.1% 70
2020
Q4 		$297K Buy
9,450
+371
+4% +$11.6K 0.1% 62
2020
Q3 		$285K Buy
+9,079
New +$285K 0.11% 61
2019
Q2 		– Sell
-1,864
Closed -$57K – 863
2019
Q1 		$57K Buy
1,864
+491
+36% +$14.9K 0.03% 149
2018
Q4 		$41K Buy
+1,373
New +$41.3K 0.03% 193

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Alera Investment Advisors's SPSB Position: Q3 2023 in Review

Alera Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 10,500 shares — an estimated $309K sold.

Alera Investment Advisors first reported a position in SPSB in Q4 2018 and held it in 14 quarters. The position peaked at $378K in Q3 2021. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

  • Alera Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 10,500 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $309K.
  • Alera Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Alera Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $378K in Q3 2021.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Alera Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.