All Season Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

All Season Financial 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
2024 Q3	–	Sell	-111,936	Closed	-$3.32M	–	108
2024 Q2	$3.32M	Buy	111,936 +28,947	+35%	+$858K	3.01%	10
2024 Q1	$2.47M	Buy	82,989 +57,280	+223%	+$1.7M	2.05%	16
2023 Q4	$766K	Buy	25,709 +11,738	+84%	+$345K	0.65%	40
2023 Q3	$410K	Sell	13,971 -12,998	-48%	-$382K	0.41%	60
2023 Q2	$794K	Buy	26,969 +11,676	+76%	+$345K	0.71%	33
2023 Q1	$453K	Sell	15,293 -222	-1%	-$6.55K	0.41%	73
2022 Q4	$456K	Buy	+15,515	New	+$454K	0.4%	63

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

All Season Financial Advisors's SPSB Position: Q3 2024 in Review

All Season Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 111,936 shares — an estimated $3.32M sold.

All Season Financial Advisors first reported a position in SPSB in Q4 2022 and held it in 7 quarters. The position peaked at $3.32M in Q2 2024. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

All Season Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
All Season Financial Advisors sold 111,936 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $3.32M.
All Season Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
All Season Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.32M in Q2 2024.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.