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

Forvis Mazars Wealth 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 Q3	–	Sell	-8,733	Closed	-$259K	–	442
2024 Q2	$259K	Sell	8,733 -4,105	-32%	-$122K	0.01%	367
2024 Q1	$382K	Sell	12,838 -7,107	-36%	-$211K	0.01%	320
2023 Q4	$594K	Sell	19,945 -1,177	-6%	-$34.6K	0.02%	254
2023 Q3	$619K	Sell	21,122 -5,181	-20%	-$152K	0.02%	242
2023 Q2	$774K	Buy	26,303 +180	+0.7%	+$5.31K	0.02%	239
2023 Q1	$774K	Sell	26,123 -1,460	-5%	-$43.1K	0.03%	222
2022 Q4	$810K	Sell	27,583 -1,308	-5%	-$38.3K	0.03%	215
2022 Q3	$844K	Sell	28,891 -3,693	-11%	-$110K	0.03%	208
2022 Q2	$969K	Buy	+32,584	New	+$974K	0.04%	189
2016 Q2	–	Sell	-8,857	Closed	-$271K	–	195
2016 Q1	$271K	Buy	+8,857	New	+$269K	0.04%	149

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPSB Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 8,733 shares — an estimated $259K sold.

Forvis Mazars Wealth Advisors first reported a position in SPSB in Q1 2016 and held it in 10 quarters. The position peaked at $969K in Q2 2022. 529 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 8,733 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $259K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2016 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $969K in Q2 2022.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.