APWA
SPSB icon

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return