Bell Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bell Investment Advisors’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 Q2	–	Sell	-831	Closed	-$24.7K	–	1971
2024 Q1	$24.7K	Buy	831 +7	+0.8%	+$208	﹤0.01%	337
2023 Q4	$24.5K	Buy	824 +12	+1%	+$353	0.01%	311
2023 Q3	$23.8K	Sell	812 -417	-34%	-$12.2K	0.01%	279
2023 Q2	$36.2K	Sell	1,229 -223	-15%	-$6.58K	0.01%	207
2023 Q1	$43K	Sell	1,452 -295	-17%	-$8.7K	0.01%	181
2022 Q4	$51.3K	Sell	1,747 -52	-3%	-$1.52K	0.01%	159
2022 Q3	$53K	Sell	1,799 -132,785	-99%	-$3.94M	0.02%	132
2022 Q2	$4M	Buy	+134,584	New	+$4.02M	1.23%	20
2021 Q4	$4.42M	Sell	142,600 -2,266	-2%	-$70.4K	1.21%	18
2021 Q3	$4.53M	Buy	+144,866	New	+$4.53M	1.34%	18

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bell Investment Advisors's SPSB Position: Q2 2024 in Review

Bell Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 831 shares — an estimated $24.7K sold.

Bell Investment Advisors first reported a position in SPSB in Q3 2021 and held it in 10 quarters. The position peaked at $4.53M in Q3 2021. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Bell Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Bell Investment Advisors sold 831 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $24.7K.
Bell Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
Bell Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.53M in Q3 2021.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.