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Financial Enhancement Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Financial Enhancement 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
Q4 		– Sell
-13,702
Closed -$405K – 145
2024
Q3 		$405K Buy
+13,702
New +$411K 0.08% 104
2023
Q4 		– Sell
-12,985
Closed -$380K – 124
2023
Q3 		$380K Buy
12,985
+196
+2% +$5.76K 0.07% 106
2023
Q2 		$375K Sell
12,789
-913
-7% -$27K 0.07% 108
2023
Q1 		$405K Sell
13,702
-449
-3% -$13.2K 0.08% 104
2022
Q4 		$418K Sell
14,151
-377
-3% -$11K 0.08% 103
2022
Q3 		$424K Buy
14,528
+1,648
+13% +$48.9K 0.1% 83
2022
Q2 		$383K Sell
12,880
-135
-1% -$4.03K 0.08% 81
2022
Q1 		$392K Sell
13,015
-399
-3% -$12.2K 0.07% 82
2021
Q4 		$415K Sell
13,414
-256
-2% -$7.95K 0.07% 80
2021
Q3 		$427K Sell
13,670
-440
-3% -$13.8K 0.08% 76
2021
Q2 		$442K Sell
14,110
-1,873
-12% -$58.6K 0.09% 76
2021
Q1 		$500K Sell
15,983
-6,733
-30% -$211K 0.1% 67
2020
Q4 		$713K Buy
22,716
+9,121
+67% +$286K 0.15% 67
2020
Q3 		$426K Sell
13,595
-13,520
-50% -$424K 0.1% 79
2020
Q2 		$850K Sell
27,115
-7,376
-21% -$229K 0.21% 60
2020
Q1 		$1.04M Sell
34,491
-526,819
-94% -$16.1M 0.31% 42
2019
Q4 		$17.3M Sell
561,310
-175,172
-24% -$5.4M 4.36% 6
2019
Q3 		$22.7M Buy
736,482
+68,501
+10% +$2.11M 6.13% 4
2019
Q2 		$20.6M Buy
+667,981
New +$20.4M 6.01% 3

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Financial Enhancement Group's SPSB Position: Q4 2024 in Review

Financial Enhancement Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 13,702 shares — an estimated $405K sold.

Financial Enhancement Group first reported a position in SPSB in Q2 2019 and held it in 19 quarters. The position peaked at $22.7M in Q3 2019. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Financial Enhancement Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 13,702 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $405K.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 19 quarters.
  • Financial Enhancement Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $22.7M in Q3 2019.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.