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

Family 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
2024 Q3	$165K	Sell	5,464 -4,638	-46%	-$139K	0.1%	106
2024 Q2	$300K	Buy	10,102 +667	+7%	+$19.8K	0.19%	87
2024 Q1	$281K	Sell	9,435 -4,339	-32%	-$129K	0.18%	91
2023 Q4	$410K	Buy	13,774 +6,774	+97%	+$199K	0.27%	76
2023 Q3	$205K	Sell	7,000 -55	-0.8%	-$1.61K	0.15%	94
2023 Q2	$208K	Sell	7,055 -1,471	-17%	-$43.4K	0.14%	101
2023 Q1	$253K	Buy	8,526 +1,616	+23%	+$47.7K	0.18%	90
2022 Q4	$203K	Buy	+6,910	New	+$202K	0.17%	94

Other funds holding SPSB

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Family Asset Management's SPSB Position: Q3 2024 in Review

Family Asset Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 46% in Q3 2024, selling an estimated $139K and leaving 5,464 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #106.

Family Asset Management first reported a position in SPSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $410K in Q4 2023. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Family Asset Management held 5,464 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $165K as of Q3 2024.
Family Asset Management sold 4,638 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $139K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Family Asset Management's portfolio in Q3 2024, its #106 holding.
Family Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $410K in Q4 2023.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.