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

Clearview 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
2024
Q2 		– Sell
-31,437
Closed -$936K – 115
2024
Q1 		$936K Buy
+31,437
New +$935K 0.96% 23
2023
Q3 		– Sell
-89,442
Closed -$2.63M – 553
2023
Q2 		$2.63M Sell
89,442
-2,391
-3% -$70.6K 2.68% 4
2023
Q1 		$2.72M Buy
91,833
+57,490
+167% +$1.7M 2.76% 4
2022
Q4 		$1.01M Sell
34,343
-8,375
-20% -$245K 0.78% 27
2022
Q3 		$1.25M Buy
42,718
+297
+0.7% +$8.82K 0.99% 17
2022
Q2 		$1.26M Buy
42,421
+37,832
+824% +$1.13M 0.94% 18
2022
Q1 		$138K Sell
4,589
-16,944
-79% -$517K 0.09% 103
2021
Q4 		$667K Sell
21,533
-17,806
-45% -$553K 0.41% 57
2021
Q3 		$1.23M Sell
39,339
-15,756
-29% -$493K 0.78% 32
2021
Q2 		$1.72M Buy
55,095
+1,452
+3% +$45.5K 1.06% 19
2021
Q1 		$1.68M Buy
53,643
+12,450
+30% +$390K 1.09% 22
2020
Q4 		$1.29M Buy
+41,193
New +$1.29M 0.87% 27

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

Clearview Wealth Advisors's SPSB Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 31,437 shares — an estimated $936K sold.

Clearview Wealth Advisors first reported a position in SPSB in Q4 2020 and held it in 12 quarters. The position peaked at $2.72M in Q1 2023. 529 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 31,437 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $936K.
  • Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Clearview Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.72M in Q1 2023.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.