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Capital Performance Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-16
Closed -$484 – 2331
2024
Q3 		$484 Buy
+16
New +$480 ﹤0.01% 2272

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
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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Capital Performance Advisors's SPSB Position: Q4 2024 in Review

Capital Performance Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 16 shares — an estimated $484 sold.

Capital Performance Advisors first reported a position in SPSB in Q3 2024 and held it in 1 quarter. The position peaked at $484 in Q3 2024. 569 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Capital Performance Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $484.
  • Capital Performance Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $484 in Q3 2024.
  • 569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.