AGWCA
SPSB icon

Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-127
Closed -$3.78K – 979
2024
Q1 		$3.78K Buy
+127
New +$3.78K ﹤0.01% 792

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SPSB Position: Q2 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 127 shares — an estimated $3.78K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPSB in Q1 2024 and held it in 1 quarter. The position peaked at $3.78K in Q1 2024. 529 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 127 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $3.78K.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.78K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.