FDx Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

FDx Advisors’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 Q1	–	Sell	-246,215	Closed	-$7.33M	–	599
2023 Q4	$7.33M	Sell	246,215 -6,274	-2%	-$185K	0.57%	39
2023 Q3	$7.4M	Buy	252,489 +6,734	+3%	+$198K	0.61%	37
2023 Q2	$7.24M	Buy	+245,755	New	+$7.26M	0.4%	64
2022 Q3	–	Sell	-9,352	Closed	-$278K	–	807
2022 Q2	$278K	Sell	9,352 -55	-0.6%	-$1.64K	0.01%	656
2022 Q1	$283K	Sell	9,407 -7,592	-45%	-$232K	0.01%	686
2021 Q4	$526K	Buy	+16,999	New	+$528K	0.01%	517

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FDx Advisors's SPSB Position: Q1 2024 in Review

FDx Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 246,215 shares — an estimated $7.33M sold.

FDx Advisors first reported a position in SPSB in Q4 2021 and held it in 6 quarters. The position peaked at $7.4M in Q3 2023. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

FDx Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 246,215 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $7.33M.
FDx Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
FDx Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.4M in Q3 2023.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.