Benedetti & Gucer’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Benedetti & Gucer’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 Q1	$534K	Sell	17,939 -1,289	-7%	-$38.4K	0.27%	65
2023 Q4	$573K	Sell	19,228 -8	-0%	-$235	0.3%	64
2023 Q3	$564K	Buy	+19,236	New	+$565K	0.31%	62
2022 Q1	–	Sell	-8,764	Closed	-$271K	–	107
2021 Q4	$271K	Hold	8,764	–	–	0.18%	73
2021 Q3	$273K	Hold	8,764	–	–	0.21%	70
2021 Q2	$274K	Hold	8,764	–	–	0.25%	64
2021 Q1	$274K	Buy	+8,764	New	+$275K	0.25%	61

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

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

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

Benedetti & Gucer's SPSB Position: Q1 2024 in Review

Benedetti & Gucer reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.7% in Q1 2024, selling an estimated $38.4K and leaving 17,939 shares worth $534K. The position accounts for 0.27% of the portfolio, ranked #65.

Benedetti & Gucer first reported a position in SPSB in Q1 2021 and has held it in 7 quarters since. The position peaked at $573K in Q4 2023. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Benedetti & Gucer held 17,939 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $534K as of Q1 2024.
Benedetti & Gucer sold 1,289 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $38.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.27% of Benedetti & Gucer's portfolio in Q1 2024, its #65 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Benedetti & Gucer's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $573K in Q4 2023.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.