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CFS Investment Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

CFS Investment Advisory Services’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
-10,560
Closed -$320K – 308
2024
Q3 		$320K Sell
10,560
-53,624
-84% -$1.61M 0.03% 242
2024
Q2 		$1.91M Buy
64,184
+15,563
+32% +$461K 0.15% 94
2024
Q1 		$1.45M Buy
48,621
+13,722
+39% +$408K 0.24% 63
2023
Q4 		$1.04M Sell
34,899
-2,019
-5% -$59.4K 0.19% 77
2023
Q3 		$1.08M Sell
36,918
-15,034
-29% -$442K 0.17% 88
2023
Q2 		$1.53M Buy
51,952
+5,162
+11% +$152K 0.2% 93
2023
Q1 		$1.39M Buy
46,790
+16,689
+55% +$492K 0.25% 62
2022
Q4 		$884K Sell
30,101
-610,079
-95% -$17.9M 0.2% 64
2022
Q3 		$640K Buy
640,180
+618,777
+2,891% +$18.4M 0.15% 78
2022
Q2 		$636K Sell
21,403
-552,995
-96% -$16.5M 0.1% 150
2022
Q1 		$19K Buy
574,398
+557,081
+3,217% +$17M 0.08% 119
2021
Q4 		$532K Buy
+17,317
New +$538K 0.07% 159
2020
Q4 		$282K Buy
+8,970
New +$281K 0.04% 159

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFS Investment Advisory Services's SPSB Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 10,560 shares — an estimated $320K sold.

CFS Investment Advisory Services first reported a position in SPSB in Q4 2020 and held it in 13 quarters. The position peaked at $1.91M in Q2 2024. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 10,560 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $320K.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • CFS Investment Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.91M in Q2 2024.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.