Hexagon Capital Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Hexagon Capital Partners’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	-6	Closed	-$179	–	1637
2024 Q2	$179	Sell	6 -186	-97%	-$5.51K	﹤0.01%	1397
2024 Q1	$5.72K	Sell	192 -2	-1%	-$60	﹤0.01%	970
2023 Q4	$5.78K	Buy	194 +172	+782%	+$5.06K	﹤0.01%	942
2023 Q3	$645	Sell	22 -948	-98%	-$27.8K	﹤0.01%	1235
2023 Q2	$28.6K	Sell	970 -2,244	-70%	-$66.3K	0.01%	474
2023 Q1	$95.2K	Sell	3,214 -428	-12%	-$12.6K	0.03%	253
2022 Q4	$107K	Buy	3,642 +3,620	+16,455%	+$106K	0.03%	234
2022 Q3	$1K	Sell	22 -221	-91%	-$6.56K	﹤0.01%	1253
2022 Q2	$7K	Hold	243	–	–	﹤0.01%	737
2022 Q1	$7K	Hold	243	–	–	﹤0.01%	677
2021 Q4	$8K	Hold	243	–	–	﹤0.01%	628
2021 Q3	$8K	Hold	243	–	–	﹤0.01%	623
2021 Q2	$8K	Hold	243	–	–	﹤0.01%	590
2021 Q1	$7K	Sell	243 -55	-18%	-$1.72K	﹤0.01%	564
2020 Q4	$9K	Hold	298	–	–	﹤0.01%	500
2020 Q3	$9K	Buy	+298	New	+$9.35K	﹤0.01%	472

Other funds holding SPSB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Hexagon Capital Partners's SPSB Position: Q3 2024 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 6 shares — an estimated $179 sold.

Hexagon Capital Partners first reported a position in SPSB in Q3 2020 and held it in 16 quarters. The position peaked at $107K in Q4 2022. 530 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Hexagon Capital Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Hexagon Capital Partners sold 6 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $179.
Hexagon Capital Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 16 quarters.
Hexagon Capital Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $107K in Q4 2022.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Hexagon Capital Partners's 13F filing for Q3 2024, filed 8 Oct 2024.