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Elwood & Goetz Wealth Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q3 		– Sell
-7,926
Closed -$235K – 107
2024
Q2 		$235K Sell
7,926
-83,600
-91% -$2.48M 0.07% 74
2024
Q1 		$2.72M Sell
91,526
-203,768
-69% -$6.06M 0.66% 21
2023
Q4 		$8.79M Buy
295,294
+1,690
+0.6% +$49.7K 1.86% 14
2023
Q3 		$8.61M Sell
293,604
-31,880
-10% -$936K 2% 13
2023
Q2 		$9.58M Buy
325,484
+2,193
+0.7% +$64.7K 2.18% 13
2023
Q1 		$9.58M Buy
323,291
+43,101
+15% +$1.27M 2.29% 13
2022
Q4 		$8.23M Buy
280,190
+19,745
+8% +$578K 2.51% 12
2022
Q3 		$7.61M Sell
260,445
-68,803
-21% -$2.04M 2.57% 12
2022
Q2 		$9.79M Buy
+329,248
New +$9.84M 3.27% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SPSB Position: Q3 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 7,926 shares — an estimated $235K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in SPSB in Q2 2022 and held it in 9 quarters. The position peaked at $9.79M in Q2 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 7,926 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $235K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 9 quarters.
  • Elwood & Goetz Wealth Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9.79M in Q2 2022.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.