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

American Portfolios 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
2022 Q3	$858K	Buy	29,368 +5,574	+23%	+$165K	0.04%	476
2022 Q2	$707K	Buy	23,794 +13,059	+122%	+$390K	0.03%	536
2022 Q1	$323K	Sell	10,735 -148,780	-93%	-$4.54M	0.01%	939
2021 Q4	$4.94M	Buy	159,515 +52,554	+49%	+$1.63M	0.17%	120
2021 Q3	$3.34M	Buy	106,961 +96,121	+887%	+$3.01M	0.13%	165
2021 Q2	$339K	Sell	10,840 -147	-1%	-$4.6K	0.01%	897
2021 Q1	$344K	Buy	10,987 +39	+0.4%	+$1.22K	0.02%	815
2020 Q4	$344K	Buy	10,948 +461	+4%	+$14.5K	0.02%	682
2020 Q3	$329K	Buy	10,487 +1,088	+12%	+$34.1K	0.02%	617
2020 Q2	$295K	Buy	9,399 +944	+11%	+$29.3K	0.02%	601
2020 Q1	$256K	Hold	8,455	–	–	0.02%	570
2019 Q4	$261K	Hold	8,455	–	–	0.02%	645
2019 Q3	$261K	Buy	8,455 +200	+2%	+$6.16K	0.02%	614
2019 Q2	$254K	Buy	8,255 +39	+0.5%	+$1.19K	0.02%	612
2019 Q1	$251K	Sell	8,216 -500	-6%	-$15.2K	0.02%	571
2018 Q4	$263K	Buy	8,716 +5,400	+163%	+$162K	0.03%	444
2018 Q3	$100K	Hold	3,316	–	–	0.01%	827
2018 Q2	$100K	Buy	3,316 +1,526	+85%	+$46K	0.01%	804
2018 Q1	$54.1K	Sell	1,790 -145	-7%	-$4.39K	0.01%	982
2017 Q4	$58.9K	Buy	+1,935	New	+$59.1K	0.01%	925

Other funds holding SPSB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

American Portfolios Advisors's SPSB Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q3 2022, buying an estimated $165K and bringing the position to 29,368 shares worth $858K. The position accounts for 0.04% of the portfolio, ranked #476.

American Portfolios Advisors first reported a position in SPSB in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.94M in Q4 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

American Portfolios Advisors held 29,368 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $858K as of Q3 2022.
American Portfolios Advisors bought 5,574 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $165K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #476 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.94M in Q4 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.