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

Atticus Wealth 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
2024 Q2	–	Sell	-25	Closed	-$745	–	566
2024 Q1	$745	Sell	25 -379	-94%	-$11.3K	﹤0.01%	513
2023 Q4	$12K	Sell	404 -15,423	-97%	-$454K	﹤0.01%	383
2023 Q3	$464K	Sell	15,827 -2,986	-16%	-$87.7K	0.18%	75
2023 Q2	$554K	Sell	18,813 -169	-0.9%	-$4.99K	0.2%	69
2023 Q1	$562K	Buy	+18,982	New	+$560K	0.21%	70

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Atticus Wealth Management's SPSB Position: Q2 2024 in Review

Atticus Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 25 shares — an estimated $745 sold.

Atticus Wealth Management first reported a position in SPSB in Q1 2023 and held it in 5 quarters. The position peaked at $562K in Q1 2023. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Atticus Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 25 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $745.
Atticus Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Atticus Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $562K in Q1 2023.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.