Gradient Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Gradient Investments’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	-2,969	Closed	-$88.2K	–	1139
2024 Q2	$88.2K	Sell	2,969 -1	-0%	-$30	﹤0.01%	415
2024 Q1	$88.4K	Sell	2,970 -1,065	-26%	-$31.7K	﹤0.01%	365
2023 Q4	$120K	Sell	4,035 -1,515	-27%	-$44.6K	﹤0.01%	399
2023 Q3	$163K	Sell	5,550 -2,613	-32%	-$76.7K	﹤0.01%	340
2023 Q2	$240K	Sell	8,163 -807,434	-99%	-$23.8M	0.01%	306
2023 Q1	$24.2M	Buy	815,597 +811,349	+19,100%	+$23.9M	0.66%	38
2022 Q4	$125K	Sell	4,248 -306,260	-99%	-$8.96M	﹤0.01%	354
2022 Q3	$9.07M	Buy	310,508 +306,196	+7,101%	+$9.09M	0.28%	105
2022 Q2	$128K	Buy	4,312 +572	+15%	+$17.1K	﹤0.01%	341
2022 Q1	$113K	Sell	3,740 -302	-7%	-$9.21K	﹤0.01%	358
2021 Q4	$125K	Sell	4,042 -864	-18%	-$26.8K	﹤0.01%	335
2021 Q3	$153K	Sell	4,906 -359	-7%	-$11.2K	﹤0.01%	310
2021 Q2	$165K	Sell	5,265 -1,384	-21%	-$43.3K	﹤0.01%	305
2021 Q1	$208K	Sell	6,649 -1,621,969	-100%	-$50.8M	0.01%	282
2020 Q4	$51.1M	Sell	1,628,618 -10,688	-0.7%	-$335K	2.17%	6
2020 Q3	$51.4M	Sell	1,639,306 -46,369	-3%	-$1.45M	2.16%	6
2020 Q2	$52.8M	Sell	1,685,675 -61,498	-4%	-$1.91M	2.41%	5
2020 Q1	$52.9M	Sell	1,747,173 -964,551	-36%	-$29.5M	2.85%	4
2019 Q4	$83.6M	Buy	2,711,724 +119,200	+5%	+$3.67M	3.72%	3
2019 Q3	$80M	Buy	2,592,524 +143,231	+6%	+$4.41M	3.92%	2
2019 Q2	$75.4M	Buy	2,449,293 +1,477,413	+152%	+$45.1M	3.87%	3
2019 Q1	$29.7M	Sell	971,880 -1,396,343	-59%	-$42.4M	1.92%	8
2018 Q4	$71.4M	Buy	2,368,223 +132,965	+6%	+$4M	4.28%	5
2018 Q3	$67.5M	Sell	2,235,258 -20,487	-0.9%	-$618K	3.46%	5
2018 Q2	$68M	Buy	2,255,745 +106,155	+5%	+$3.2M	3.63%	5
2018 Q1	$64.9M	Buy	2,149,590 +2,038,482	+1,835%	+$61.7M	3.51%	4
2017 Q4	$3.38M	Buy	+111,108	New	+$3.39M	0.2%	88
2017 Q2	–	Sell	-83	Closed	-$3K	–	902
2017 Q1	$3K	Sell	83 -451	-84%	-$13.8K	﹤0.01%	670
2016 Q4	$16K	Hold	534	–	–	﹤0.01%	386
2016 Q3	$16K	Buy	+534	New	+$16.4K	﹤0.01%	387

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gradient Investments's SPSB Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 2,969 shares — an estimated $88.2K sold.

Gradient Investments first reported a position in SPSB in Q3 2016 and held it in 30 quarters. The position peaked at $83.6M in Q4 2019. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,969 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $88.2K.
Gradient Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 30 quarters.
Gradient Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $83.6M in Q4 2019.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.