Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$12K	Buy	410 +205	+100%	+$6K	﹤0.01%	747
2022 Q3	$6K	Sell	205 -29	-12%	-$861	﹤0.01%	740
2022 Q2	$6.96K	Hold	234	–	–	﹤0.01%	722
2022 Q1	$7K	Buy	+234	New	+$7.14K	﹤0.01%	765
2021 Q3	$13K	Sell	409 -47	-10%	-$1.47K	﹤0.01%	627
2021 Q2	$14K	Hold	456	–	–	0.01%	616
2021 Q1	$14K	Buy	+456	New	+$14.3K	0.01%	543

Other funds holding SPSB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPSB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 100% in Q4 2022, buying an estimated $6K and bringing the position to 410 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Heritage Wealth Management (Arizona) first reported a position in SPSB in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q2 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Heritage Wealth Management (Arizona) held 410 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 205 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $6K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #747 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14K in Q2 2021.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.