AWM
SPSB icon

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

Axxcess 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
2023
Q3 		– Sell
-34,417
Closed -$1.01M – 838
2023
Q2 		$1.01M Sell
34,417
-215
-0.6% -$6.35K 0.07% 228
2023
Q1 		$1.03M Buy
34,632
+738
+2% +$21.8K 0.08% 224
2022
Q4 		$996K Sell
33,894
-8,045
-19% -$235K 0.08% 223
2022
Q3 		$1.23M Buy
41,939
+1,879
+5% +$55.8K 0.12% 165
2022
Q2 		$1.19M Buy
40,060
+16,342
+69% +$488K 0.11% 163
2022
Q1 		$715K Buy
23,718
+4,029
+20% +$123K 0.06% 285
2021
Q4 		$610K Buy
+19,689
New +$612K 0.04% 315

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return