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

Atlas Private 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 Q2	–	Sell	-27,214	Closed	-$820K	–	143
2022 Q1	$820K	Buy	27,214 +4,597	+20%	+$140K	0.36%	58
2021 Q4	$700K	Buy	22,617 +8,613	+62%	+$268K	0.32%	72
2021 Q3	$438K	Sell	14,004 -209	-1%	-$6.54K	0.23%	90
2021 Q2	$445K	Buy	14,213 +1,559	+12%	+$48.8K	0.24%	81
2021 Q1	$396K	Buy	12,654 +6,938	+121%	+$217K	0.22%	84
2020 Q4	$179K	Buy	5,716 +3,730	+188%	+$117K	0.12%	113
2020 Q3	$62K	Buy	1,986 +1,530	+336%	+$48K	0.05%	184
2020 Q2	$14K	Buy	+456	New	+$14.1K	0.01%	363

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's SPSB Position: Q2 2022 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 27,214 shares — an estimated $820K sold.

Atlas Private Wealth Advisors first reported a position in SPSB in Q2 2020 and held it in 8 quarters. The position peaked at $820K in Q1 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 27,214 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $820K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Atlas Private Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $820K in Q1 2022.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2022, filed 18 Aug 2022.