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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return