HAS
SPSB icon

HBW Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

HBW Advisory Services’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
Q4 		– Sell
-27,196
Closed -$823K – 406
2024
Q3 		$823K Buy
27,196
+645
+2% +$19.4K 0.12% 155
2024
Q2 		$789K Sell
26,551
-122,691
-82% -$3.63M 0.13% 150
2024
Q1 		$4.44M Hold
149,242
– – 0.83% 26
2023
Q4 		$4.44M Buy
149,242
+9,094
+6% +$268K 0.83% 26
2023
Q3 		$4.11M Buy
140,148
+57,180
+69% +$1.68M 0.86% 23
2023
Q2 		$2.44M Buy
82,968
+63,726
+331% +$1.88M 0.53% 50
2023
Q1 		$570K Buy
19,242
+1,361
+8% +$40.1K 0.14% 159
2022
Q4 		$525K Buy
17,881
+91
+0.5% +$2.66K 0.14% 163
2022
Q3 		$520K Sell
17,790
-151
-0.8% -$4.48K 0.15% 153
2022
Q2 		$533K Sell
17,941
-460
-2% -$13.7K 0.14% 148
2022
Q1 		$554K Buy
18,401
+2,224
+14% +$67.9K 0.19% 128
2021
Q4 		$501K Sell
16,177
-329
-2% -$10.2K 0.12% 164
2021
Q3 		$516K Sell
16,506
-866
-5% -$27.1K 0.13% 150
2021
Q2 		$544K Buy
17,372
+84
+0.5% +$2.63K 0.14% 139
2021
Q1 		$541K Sell
17,288
-1,434
-8% -$45K 0.14% 138
2020
Q4 		$588K Buy
18,722
+998
+6% +$31.3K 0.18% 120
2020
Q3 		$556K Buy
+17,724
New +$556K 0.23% 111

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
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

HBW Advisory Services's SPSB Position: Q4 2024 in Review

HBW Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 27,196 shares — an estimated $823K sold.

HBW Advisory Services first reported a position in SPSB in Q3 2020 and held it in 17 quarters. The position peaked at $4.44M in Q1 2024. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • HBW Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HBW Advisory Services sold 27,196 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $823K.
  • HBW Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • HBW Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.44M in Q1 2024.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.