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

Evergreen Wealth 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
Q4 		– Sell
-109,655
Closed -$3.22M – 56
2023
Q3 		$3.22M Buy
109,655
+1,870
+2% +$54.9K 2.54% 12
2023
Q2 		$3.17M Buy
107,785
+2,782
+3% +$82.1K 2.49% 13
2023
Q1 		$3.11M Sell
105,003
-10,613
-9% -$313K 2.76% 10
2022
Q4 		$3.35M Buy
+115,616
New +$3.38M 3.08% 8

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evergreen Wealth Management's SPSB Position: Q4 2023 in Review

Evergreen Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 109,655 shares — an estimated $3.22M sold.

Evergreen Wealth Management first reported a position in SPSB in Q4 2022 and held it in 4 quarters. The position peaked at $3.35M in Q4 2022. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Evergreen Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Evergreen Wealth Management sold 109,655 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $3.22M.
  • Evergreen Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Evergreen Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.35M in Q4 2022.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Evergreen Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.