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Destiny Capital Securities’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Destiny Capital Securities’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 		$1.72M Buy
+58,619
New +$1.72M 1.39% 18

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $4.28B AUM 19.27% 1-Year Est. Return

Destiny Capital Securities's SPSB Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023: 58,619 shares worth $1.72M. The stake represents 1.39% of the portfolio and ranks #18 among its holdings.

526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

  • Destiny Capital Securities held 58,619 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.72M as of Q3 2023.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.39% of Destiny Capital Securities's portfolio in Q3 2023, its #18 holding.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.