HWA
SPSB icon

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

Heritage 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
2022
Q2 		– Sell
-1,983
Closed -$60K – 580
2022
Q1 		$60K Buy
+1,983
New +$60.5K ﹤0.01% 299

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's SPSB Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 1,983 shares — an estimated $60K sold.

Heritage Wealth Advisors first reported a position in SPSB in Q1 2022 and held it in 1 quarter. The position peaked at $60K in Q1 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

  • Heritage Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,983 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $60K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $60K in Q1 2022.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.