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

Financial Management Professionals’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 Q2	–	Sell	-704	Closed	-$21K	–	1092
2023 Q1	$21K	Buy	+704	New	+$20.8K	﹤0.01%	411
2022 Q3	–	Sell	-1,317	Closed	-$39K	–	1094
2022 Q2	$39K	Buy	+1,317	New	+$39.4K	0.01%	254

Other funds holding SPSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Professionals's SPSB Position: Q2 2023 in Review

Financial Management Professionals sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 704 shares — an estimated $21K sold.

Financial Management Professionals first reported a position in SPSB in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Financial Management Professionals reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 704 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $21K.
Financial Management Professionals first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Financial Management Professionals's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $39K in Q2 2022.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.