Benjamin Edwards Inc’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-253	Closed	-$8K	–	748
2023 Q4	$8K	Hold	253	–	–	﹤0.01%	595
2023 Q3	$7K	Hold	253	–	–	﹤0.01%	595
2023 Q2	$7K	Hold	253	–	–	﹤0.01%	597
2023 Q1	$7K	Sell	253 -31,101	-99%	-$917K	﹤0.01%	610
2022 Q4	$921K	Buy	31,354 +19,124	+156%	+$560K	0.24%	120
2022 Q3	$357K	Sell	12,230 -81	-0.7%	-$2.4K	0.11%	192
2022 Q2	$366K	Buy	12,311 +12,058	+4,766%	+$360K	0.11%	192
2022 Q1	$8K	Hold	253	–	–	﹤0.01%	624
2021 Q4	$8K	Buy	+253	New	+$7.86K	﹤0.01%	613

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 22.9% 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 $3.38T AUM 44.17% 1-Year Est. Return

Benjamin Edwards Inc's SPSB Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 253 shares — an estimated $8K sold.

Benjamin Edwards Inc first reported a position in SPSB in Q4 2021 and held it in 9 quarters. The position peaked at $921K in Q4 2022. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Benjamin Edwards Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 253 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $8K.
Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Benjamin Edwards Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $921K in Q4 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.