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DI
Disciplined Investments’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
Disciplined Investments’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
–
Sell
-1
Closed
-$29
–
1344
2023
Q2
$29
Hold
1
–
–
﹤0.01%
1683
2023
Q1
$30
Hold
1
–
–
﹤0.01%
1661
2022
Q4
$29
Sell
1
-4
-80%
-$117
﹤0.01%
1612
2022
Q3
$0
Hold
5
–
–
﹤0.01%
1597
2022
Q2
$0
Sell
5
-1
-17%
-$30
﹤0.01%
1606
2022
Q1
$0
Hold
6
–
–
﹤0.01%
1607
2021
Q4
$0
Hold
6
–
–
﹤0.01%
501
2021
Q3
$0
Hold
6
–
–
﹤0.01%
450
2021
Q2
$0
Hold
6
–
–
﹤0.01%
441
2021
Q1
$0
Sell
6
-1
-14%
-$31
﹤0.01%
413
2020
Q4
$0
Hold
7
–
–
﹤0.01%
406
2020
Q3
$0
Buy
7
+5
+250%
+$157
﹤0.01%
442
2020
Q2
$0
Sell
2
-2
-50%
-$62
﹤0.01%
442
2020
Q1
$0
Hold
4
–
–
﹤0.01%
464
2019
Q4
$0
Buy
+4
New
+$123
﹤0.01%
434
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
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AWMS
Advocacy Wealth Management Services
Atlanta, Georgia
$2.26B AUM
13.25%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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