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Buck Wealth Strategies’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Buck Wealth Strategies’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
2025
Q1 		– Sell
-374,470
Closed -$11.2M – 135
2024
Q4 		$11.2M Buy
374,470
+138,062
+58% +$4.14M 2.32% 13
2024
Q3 		$7.16M Sell
236,408
-17,892
-7% -$537K 2.25% 20
2024
Q2 		$7.55M Buy
+254,300
New +$7.53M 2.23% 17
2024
Q1 		– Sell
-186,698
Closed -$5.56M – 98
2023
Q4 		$5.56M Buy
186,698
+7,589
+4% +$223K 2.06% 30
2023
Q3 		$5.25M Buy
179,109
+4,010
+2% +$118K 2.11% 28
2023
Q2 		$5.16M Buy
175,099
+11,805
+7% +$349K 2.24% 22
2023
Q1 		$4.85M Buy
+163,294
New +$4.82M 2.36% 22
2022
Q3 		$4.73M Buy
+161,174
New +$4.78M 2.21% 28

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 $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return