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

Connectus 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 Q1	$3.25M	Buy	109,235 +10,210	+10%	+$304K	0.09%	144
2023 Q4	$2.95M	Sell	99,025 -473,323	-83%	-$13.9M	0.06%	210
2023 Q3	$16.8M	Buy	572,348 +198,870	+53%	+$5.84M	0.37%	70
2023 Q2	$11M	Buy	373,478 +52,283	+16%	+$1.54M	0.25%	90
2023 Q1	$9.52M	Sell	321,195 -11,680	-4%	-$345K	0.23%	99
2022 Q4	$9.78M	Buy	+332,875	New	+$9.74M	0.23%	102

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connectus Wealth's SPSB Position: Q1 2024 in Review

Connectus Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q1 2024, buying an estimated $304K and bringing the position to 109,235 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #144.

Connectus Wealth first reported a position in SPSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $16.8M in Q3 2023. 519 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Connectus Wealth held 109,235 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.25M as of Q1 2024.
Connectus Wealth bought 10,210 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $304K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Connectus Wealth's portfolio in Q1 2024, its #144 holding.
Connectus Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
Connectus Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $16.8M in Q3 2023.
519 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.