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Castleview Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Castleview Partners’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
2023
Q4 		– Sell
-6,648
Closed -$195K – 890
2023
Q3 		$195K Hold
6,648
– – 0.18% 118
2023
Q2 		$196K Hold
6,648
– – 0.18% 112
2023
Q1 		$197K Hold
6,648
– – 0.17% 130
2022
Q4 		$195K Hold
6,648
– – 0.19% 126
2022
Q3 		$194K Sell
6,648
-9,905
-60% -$294K 0.19% 119
2022
Q2 		$609K Buy
16,553
+9,070
+121% +$271K 0.48% 42
2022
Q1 		$225K Sell
7,483
-224,389
-97% -$6.85M 0.14% 146
2021
Q4 		$7.49K Buy
+231,872
New +$7.2M 0.06% 120
2021
Q2 		$234K Buy
+7,483
New +$234K 0.1% 203

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VA
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return