BMS Financial Advisors
SPSB icon

BMS Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

BMS Financial 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
2023
Q2 		$3.94M Buy
+133,801
New +$3.95M 2.57% 8

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BMS Financial Advisors's SPSB Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) in Q2 2023: 133,801 shares worth $3.94M. The stake represents 2.57% of the portfolio and ranks #8 among its holdings.

547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

  • BMS Financial Advisors held 133,801 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $3.94M as of Q2 2023.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF was a new BMS Financial Advisors position in Q2 2023.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 2.57% of BMS Financial Advisors's portfolio in Q2 2023, its #8 holding.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.