Antonetti Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Antonetti Capital Management’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	$790K	Sell	26,939 -1,771	-6%	-$52K	1.23%	14
2023 Q2	$845K	Hold	28,710	–	–	1.22%	14
2023 Q1	$851K	Hold	28,710	–	–	1.24%	13
2022 Q4	$844K	Sell	28,710 -8,293	-22%	-$243K	1.15%	16
2022 Q3	$1.08M	Hold	37,003	–	–	1.24%	15
2022 Q2	$1.1M	Sell	37,003 -4,000	-10%	-$120K	1.16%	15
2022 Q1	$1.24M	Sell	41,003 -871	-2%	-$26.6K	1.16%	17
2021 Q4	$1.3M	Sell	41,874 -719	-2%	-$22.3K	1.02%	16
2021 Q3	$1.33M	Buy	+42,593	New	+$1.33M	1.09%	19
2014 Q3	$3.36M	Sell	109,462 -72,306	-40%	-$2.22M	5.89%	4
2014 Q2	$5.6M	Buy	181,768 +5,599	+3%	+$172K	4.38%	6
2014 Q1	$5.42M	Buy	176,169 +23,196	+15%	+$713K	4.73%	5
2013 Q4	$4.7M	Buy	152,973 +17,215	+13%	+$529K	4.26%	6
2013 Q3	$4.17M	Buy	135,758 +79,810	+143%	+$2.44M	4.23%	5
2013 Q2	$1.71M	Buy	+55,948	New	+$1.72M	1.88%	14

Other funds holding SPSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

DWM

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

Antonetti Capital Management's SPSB Position: Q3 2023 in Review

Antonetti Capital Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.2% in Q3 2023, selling an estimated $52K and leaving 26,939 shares worth $790K. The position accounts for 1.23% of the portfolio, ranked #14.

Antonetti Capital Management first reported a position in SPSB in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.6M in Q2 2014. 527 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Antonetti Capital Management held 26,939 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $790K as of Q3 2023.
Antonetti Capital Management sold 1,771 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $52K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.23% of Antonetti Capital Management's portfolio in Q3 2023, its #14 holding.
Antonetti Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.6M in Q2 2014.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.