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

FirstPurpose Wealth’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	$799K	Sell	27,046 -73	-0.3%	-$2.17K	0.29%	67
2023 Q4	$808K	Sell	27,119 -8,970	-25%	-$264K	0.31%	59
2023 Q3	$1.06M	Buy	36,089 +2,075	+6%	+$60.9K	0.46%	37
2023 Q2	$1M	Sell	34,014 -1,424	-4%	-$42K	0.43%	41
2023 Q1	$1.05M	Buy	35,438 +9,503	+37%	+$280K	0.52%	34
2022 Q4	$762K	Sell	25,935 -6,587	-20%	-$193K	0.43%	40
2022 Q3	$950K	Buy	32,522 +1,505	+5%	+$44.7K	0.63%	26
2022 Q2	$922K	Buy	31,017 +3,838	+14%	+$115K	0.62%	28
2022 Q1	$819K	Buy	27,179 +15,538	+133%	+$474K	0.64%	31
2021 Q4	$361K	Buy	+11,641	New	+$362K	0.23%	83

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FirstPurpose Wealth's SPSB Position: Q1 2024 in Review

FirstPurpose Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.27% in Q1 2024, selling an estimated $2.17K and leaving 27,046 shares worth $799K. The position accounts for 0.29% of the portfolio, ranked #67.

FirstPurpose Wealth first reported a position in SPSB in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2023. 519 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

FirstPurpose Wealth held 27,046 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $799K as of Q1 2024.
FirstPurpose Wealth sold 73 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $2.17K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.29% of FirstPurpose Wealth's portfolio in Q1 2024, its #67 holding.
FirstPurpose Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.06M in Q3 2023.
519 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.