Axiom Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Axiom Advisory’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 Q3	$390K	Buy	+12,992	New	+$390K	﹤0.01%	239

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Axiom Advisory's SPSB Position: Q3 2024 in Review

Axiom Advisory opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024: 12,992 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings.

528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Axiom Advisory held 12,992 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $390K as of Q3 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Axiom Advisory position in Q3 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #239 holding.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.