Channel Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Channel Wealth’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	-27,500	Closed	-$833K	–	175
2024 Q3	$833K	Sell	27,500 -56,437	-67%	-$1.69M	0.27%	65
2024 Q2	$2.49M	Sell	83,937 -1,531	-2%	-$45.4K	0.9%	36
2024 Q1	$2.54M	Buy	85,468 +11,845	+16%	+$352K	1.02%	34
2023 Q4	$2.19M	Sell	73,623 -776	-1%	-$22.8K	1.03%	34
2023 Q3	$2.18M	Buy	74,399 +3,920	+6%	+$115K	1.22%	26
2023 Q2	$2.07M	Buy	70,479 +26,708	+61%	+$789K	1.19%	18
2023 Q1	$1.3M	Buy	+43,771	New	+$1.29M	0.84%	33

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Channel Wealth's SPSB Position: Q4 2024 in Review

Channel Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 27,500 shares — an estimated $833K sold.

Channel Wealth first reported a position in SPSB in Q1 2023 and held it in 7 quarters. The position peaked at $2.54M in Q1 2024. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Channel Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Channel Wealth sold 27,500 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $833K.
Channel Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Channel Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.54M in Q1 2024.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Channel Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.