Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q4	–	Sell	-105	Closed	-$3.18K	–	1196
2024 Q3	$3.18K	Buy	+105	New	+$3.15K	﹤0.01%	908
2022 Q4	–	Sell	-134	Closed	-$4K	–	1038
2022 Q3	$4K	Buy	+134	New	+$3.98K	﹤0.01%	642

Other funds holding SPSB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPSB Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 105 shares — an estimated $3.18K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPSB in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 569 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 105 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $3.18K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4K in Q3 2022.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.