CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023 Q4	–	Sell	-20,564	Closed	-$603K	–	194
2023 Q3	$603K	Buy	+20,564	New	+$604K	0.02%	148
2019 Q4	$367K	Buy	11,891 +536	+5%	+$16.5K	0.03%	140
2019 Q3	$350K	Buy	+11,355	New	+$349K	0.03%	130
2015 Q2	–	Sell	-64,384	Closed	-$1.98M	–	169
2015 Q1	$1.98M	Sell	64,384 -1,856	-3%	-$56.9K	0.44%	37
2014 Q4	$2.02M	Buy	66,240 +28,880	+77%	+$886K	0.44%	35
2014 Q3	$1.15M	Sell	37,360 -4,401	-11%	-$135K	0.25%	50
2014 Q2	$1.29M	Sell	41,761 -195	-0.5%	-$6K	0.25%	52
2014 Q1	$1.29M	Sell	41,956 -2,026	-5%	-$62.3K	0.29%	51
2013 Q4	$1.35M	Sell	43,982 -9,010	-17%	-$277K	0.34%	50
2013 Q3	$1.63M	Buy	52,992 +37,830	+250%	+$1.16M	0.44%	44
2013 Q2	$464K	Buy	+15,162	New	+$466K	1.27%	22

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

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's SPSB Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 20,564 shares — an estimated $603K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPSB in Q2 2013 and held it in 11 quarters. The position peaked at $2.02M in Q4 2014. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 20,564 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $603K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.02M in Q4 2014.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.