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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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return