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

B. Riley 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
2022 Q2	$375	Buy	+12,597	New	+$376K	﹤0.01%	477
2016 Q1	$365K	Buy	11,935 +535	+5%	+$16.3K	0.55%	64
2015 Q4	$346K	Hold	11,400	–	–	0.44%	80
2015 Q3	$347K	Hold	11,400	–	–	0.49%	71
2015 Q2	$348K	Buy	+11,400	New	+$350K	0.28%	98

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's SPSB Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022: 12,597 shares worth $375. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in SPSB as recently as Q1 2016.

B. Riley Wealth Management first reported a position in SPSB in Q2 2015 and has held it in 5 quarters since. The position peaked at $365K in Q1 2016. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

B. Riley Wealth Management held 12,597 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $375 as of Q2 2022.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new B. Riley Wealth Management position in Q2 2022.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #477 holding.
B. Riley Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and has held it in 5 quarters since.
B. Riley Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $365K in Q1 2016.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.