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Ausdal Financial Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Ausdal Financial Partners’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
Q1 		– Sell
-33,586
Closed -$987K – 467
2022
Q4 		$987K Sell
33,586
-5,457
-14% -$160K 0.14% 165
2022
Q3 		$1.14M Sell
39,043
-5,706
-13% -$169K 0.18% 139
2022
Q2 		$1.33M Buy
44,749
+192
+0.4% +$5.74K 0.2% 135
2022
Q1 		$1.34M Buy
44,557
+6,024
+16% +$184K 0.18% 150
2021
Q4 		$1.19M Buy
38,533
+17,154
+80% +$533K 0.16% 169
2021
Q3 		$668K Sell
21,379
-559
-3% -$17.5K 0.1% 233
2021
Q2 		$687K Sell
21,938
-1,903
-8% -$59.6K 0.1% 219
2021
Q1 		$746K Sell
23,841
-472
-2% -$14.8K 0.13% 191
2020
Q4 		$763K Sell
24,313
-5,119
-17% -$161K 0.15% 166
2020
Q3 		$923K Buy
29,432
+1,266
+4% +$39.7K 0.22% 123
2020
Q2 		$883K Sell
28,166
-1,512
-5% -$46.9K 0.29% 98
2020
Q1 		$914K Sell
29,678
-1,517
-5% -$46.4K 0.32% 85
2019
Q4 		$966K Buy
31,195
+3,968
+15% +$122K 0.29% 96
2019
Q3 		$840K Buy
27,227
+2,683
+11% +$82.6K 0.3% 95
2019
Q2 		$754K Buy
24,544
+6,448
+36% +$197K 0.29% 94
2019
Q1 		$553K Buy
18,096
+3,152
+21% +$95.6K 0.22% 111
2018
Q4 		$450K Buy
14,944
+2,837
+23% +$85.3K 0.22% 119
2018
Q3 		$365K Buy
12,107
+2,133
+21% +$64.4K 0.1% 239
2018
Q2 		$301K Buy
9,974
+3,201
+47% +$96.5K 0.09% 276
2018
Q1 		$205K Buy
+6,773
New +$205K 0.07% 323

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ausdal Financial Partners's SPSB Position: Q1 2023 in Review

Ausdal Financial Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 33,586 shares — an estimated $987K sold.

Ausdal Financial Partners first reported a position in SPSB in Q1 2018 and held it in 20 quarters. The position peaked at $1.34M in Q1 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Ausdal Financial Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 33,586 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $987K.
  • Ausdal Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 20 quarters.
  • Ausdal Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.34M in Q1 2022.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.