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

Fullen Financial 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
2023 Q1	$3.71M	Buy	124,879 +146	+0.1%	+$4.31K	2%	14
2022 Q4	$3.71M	Buy	124,733 +563	+0.5%	+$16.5K	2.1%	14
2022 Q3	$3.62M	Sell	124,170 -824	-0.7%	-$24.5K	2.3%	13
2022 Q2	$3.72M	Buy	124,994 +3,086	+3%	+$92.2K	2.39%	12
2022 Q1	$3.67M	Sell	121,908 -668	-0.5%	-$20.4K	2.14%	14
2021 Q4	$3.8M	Buy	122,576 +427	+0.3%	+$13.3K	2.12%	14
2021 Q3	$3.79M	Buy	122,149 +151	+0.1%	+$4.72K	2.16%	14
2021 Q2	$3.82M	Sell	121,998 -5,543	-4%	-$174K	2.25%	14
2021 Q1	$3.99M	Sell	127,541 -8,049	-6%	-$252K	2.55%	13
2020 Q4	$4.26M	Sell	135,590 -489	-0.4%	-$15.3K	2.89%	11
2020 Q3	$4.27M	Buy	136,079 +312	+0.2%	+$9.79K	3.25%	10
2020 Q2	$4.25M	Buy	+135,767	New	+$4.21M	3.53%	9

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

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fullen Financial Group's SPSB Position: Q1 2023 in Review

Fullen Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.12% in Q1 2023, buying an estimated $4.31K and bringing the position to 124,879 shares worth $3.71M. The position accounts for 2% of the portfolio, ranked #14.

Fullen Financial Group first reported a position in SPSB in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.27M in Q3 2020. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Fullen Financial Group held 124,879 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.71M as of Q1 2023.
Fullen Financial Group bought 146 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $4.31K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2% of Fullen Financial Group's portfolio in Q1 2023, its #14 holding.
Fullen Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.27M in Q3 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.