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

Aquire Wealth 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
Q1 		– Sell
-1,322
Closed -$41K – 214
2021
Q4 		$41K Buy
+1,322
New +$41.1K 0.02% 98

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aquire Wealth Advisors's SPSB Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 1,322 shares — an estimated $41K sold.

Aquire Wealth Advisors first reported a position in SPSB in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 1,322 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $41K.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $41K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.