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Burleson & Co’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Burleson & Co’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
2022
Q4 		$11.7K Hold
398
– – ﹤0.01% 257
2022
Q3 		$12K Hold
398
– – ﹤0.01% 272
2022
Q2 		$12K Buy
+398
New +$11.9K ﹤0.01% 260

Other funds holding SPSB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's SPSB Position: Q4 2022 in Review

Burleson & Co held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q4 2022 at 398 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Burleson & Co first reported a position in SPSB in Q2 2022 and has held it in 3 quarters since. The position peaked at $12K in Q3 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

  • Burleson & Co held 398 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $11.7K as of Q4 2022.
  • Burleson & Co left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q4 2022.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #257 holding.
  • Burleson & Co first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Burleson & Co's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12K in Q3 2022.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.