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Clearstead Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Clearstead Trust’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
Q2 		– Sell
-466
Closed -$13.9K – 442
2024
Q1 		$13.9K Buy
+466
New +$13.9K ﹤0.01% 335

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Clearstead Trust's SPSB Position: Q2 2024 in Review

Clearstead Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 466 shares — an estimated $13.9K sold.

Clearstead Trust first reported a position in SPSB in Q1 2024 and held it in 1 quarter. The position peaked at $13.9K in Q1 2024. 529 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • Clearstead Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Clearstead Trust sold 466 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $13.9K.
  • Clearstead Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Clearstead Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.9K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Clearstead Trust's 13F filing for Q2 2024, filed 9 Aug 2024.