BMS Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 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 ETF worth $3.94M as of Q2 2023.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new BMS Financial Advisors position in Q2 2023.
State Street SPDR Portfolio Short Term Corporate Bond 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 ETF as of Q2 2023.

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