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

Baldwin Wealth 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
2022 Q4	–	Sell	-1,000	Closed	-$29K	–	826
2022 Q3	$29K	Hold	1,000	–	–	﹤0.01%	406
2022 Q2	$30K	Hold	1,000	–	–	﹤0.01%	425
2022 Q1	$30K	Hold	1,000	–	–	﹤0.01%	442
2021 Q4	$31K	Hold	1,000	–	–	﹤0.01%	407
2021 Q3	$31K	Hold	1,000	–	–	﹤0.01%	405
2021 Q2	$31K	Hold	1,000	–	–	﹤0.01%	414
2021 Q1	$31K	Hold	1,000	–	–	﹤0.01%	402
2020 Q4	$31K	Hold	1,000	–	–	﹤0.01%	368
2020 Q3	$31K	Hold	1,000	–	–	﹤0.01%	346
2020 Q2	$31K	Hold	1,000	–	–	﹤0.01%	349
2020 Q1	$30K	Hold	1,000	–	–	0.01%	338
2019 Q4	$31K	Hold	1,000	–	–	﹤0.01%	369
2019 Q3	$31K	Hold	1,000	–	–	﹤0.01%	364
2019 Q2	$31K	Hold	1,000	–	–	﹤0.01%	356
2019 Q1	$31K	Hold	1,000	–	–	﹤0.01%	351
2018 Q4	$30K	Hold	1,000	–	–	0.01%	338
2018 Q3	$30K	Hold	1,000	–	–	﹤0.01%	366
2018 Q2	$30K	Hold	1,000	–	–	﹤0.01%	359
2018 Q1	$30K	Buy	+1,000	New	+$30.3K	﹤0.01%	347

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baldwin Wealth Partners's SPSB Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Baldwin Wealth Partners first reported a position in SPSB in Q1 2018 and held it in 19 quarters. The position peaked at $31K in Q4 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Baldwin Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $29K.
Baldwin Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 19 quarters.
Baldwin Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $31K in Q4 2021.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.