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

Carmichael Hill & 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 Q3	–	Sell	-662	Closed	-$19.7K	–	806
2024 Q2	$19.7K	Hold	662	–	–	0.01%	487
2024 Q1	$19.7K	Hold	662	–	–	0.01%	481
2023 Q4	$19.7K	Hold	662	–	–	0.01%	481
2023 Q3	$19.4K	Hold	662	–	–	0.01%	468
2023 Q2	$19.5K	Sell	662 -1,344	-67%	-$39.7K	0.01%	472
2023 Q1	$59.4K	Hold	2,006	–	–	0.03%	297
2022 Q4	$58.9K	Hold	2,006	–	–	0.03%	310
2022 Q3	$59K	Buy	2,006 +1,344	+203%	+$39.9K	0.03%	306
2022 Q2	$20K	Buy	+662	New	+$19.8K	0.01%	475

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carmichael Hill & Associates's SPSB Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 662 shares — an estimated $19.7K sold.

Carmichael Hill & Associates first reported a position in SPSB in Q2 2022 and held it in 9 quarters. The position peaked at $59.4K in Q1 2023. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 662 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $19.7K.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 9 quarters.
Carmichael Hill & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $59.4K in Q1 2023.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.