GWAG
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Garrett Wealth Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Garrett Wealth Advisory 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
Q3 		– Sell
-101,606
Closed -$2.99M – 59
2023
Q2 		$2.99M Buy
101,606
+3,412
+3% +$101K 1.33% 16
2023
Q1 		$2.91M Buy
98,194
+3,141
+3% +$92.7K 1.42% 16
2022
Q4 		$2.79M Buy
95,053
+1,498
+2% +$43.8K 1.43% 15
2022
Q3 		$2.73M Buy
93,555
+7,265
+8% +$216K 1.53% 15
2022
Q2 		$2.56M Buy
86,290
+19,746
+30% +$590K 1.4% 16
2022
Q1 		$2M Buy
66,544
+31,728
+91% +$968K 1.03% 20
2021
Q4 		$1.08M Buy
+34,816
New +$1.08M 0.52% 26

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return