Coury Firm Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Coury Firm Asset Management’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 Q3	$3.59M	Sell	122,572 -35,756	-23%	-$1.05M	5.74%	5
2023 Q2	$4.66M	Buy	158,328 +6,746	+4%	+$199K	6.72%	3
2023 Q1	$4.69M	Sell	151,582 -6,746	-4%	-$199K	6.59%	3
2022 Q4	$4.65M	Sell	158,328 -180	-0.1%	-$5.27K	6.91%	3
2022 Q3	$4.63M	Sell	158,508 -185	-0.1%	-$5.49K	6.99%	4
2022 Q2	$4.72M	Sell	158,693 -32,279	-17%	-$965K	6.25%	5
2022 Q1	$5.75M	Sell	190,972 -42,034	-18%	-$1.28M	4.98%	7
2021 Q4	$7.22M	Buy	+233,006	New	+$7.24M	5.48%	6

Other funds holding SPSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Coury Firm Asset Management's SPSB Position: Q3 2023 in Review

Coury Firm Asset Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q3 2023, selling an estimated $1.05M and leaving 122,572 shares worth $3.59M. The position accounts for 5.74% of the portfolio, ranked #5.

Coury Firm Asset Management first reported a position in SPSB in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.22M in Q4 2021. 527 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Coury Firm Asset Management held 122,572 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.59M as of Q3 2023.
Coury Firm Asset Management sold 35,756 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $1.05M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 5.74% of Coury Firm Asset Management's portfolio in Q3 2023, its #5 holding.
Coury Firm Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.22M in Q4 2021.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.