CA
SPSB icon

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

Calton & Associates’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
-12,765
Closed -$380K – 247
2023
Q4 		$380K Buy
+12,765
New +$376K 0.15% 134
2018
Q1 		– Sell
-3,744
Closed -$113K – 1147
2017
Q4 		$113K Buy
+3,744
New +$114K 0.03% 457

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Calton & Associates's SPSB Position: Q1 2024 in Review

Calton & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 12,765 shares — an estimated $380K sold.

Calton & Associates first reported a position in SPSB in Q4 2017 and held it in 2 quarters. The position peaked at $380K in Q4 2023. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • Calton & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Calton & Associates sold 12,765 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $380K.
  • Calton & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $380K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.