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

HighMark Wealth Management’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
Q1 		– Sell
-249
Closed -$7.41K – 599
2023
Q4 		$7.41K Buy
249
+4
+2% +$118 0.01% 311
2023
Q3 		$7.18K Buy
245
+3
+1% +$88 0.01% 301
2023
Q2 		$7.14K Sell
242
-673
-74% -$19.9K 0.01% 307
2023
Q1 		$27.1K Buy
915
+50
+6% +$1.48K 0.02% 178
2022
Q4 		$25.4K Sell
865
-1,429
-62% -$41.8K 0.02% 149
2022
Q3 		$67K Buy
2,294
+96
+4% +$2.85K 0.06% 83
2022
Q2 		$65K Buy
2,198
+2
+0.1% +$60 0.05% 87
2022
Q1 		$66K Buy
2,196
+1,626
+285% +$49.6K 0.04% 95
2021
Q4 		$18K Buy
570
+83
+17% +$2.58K 0.01% 187
2021
Q3 		$15K Buy
487
+129
+36% +$4.03K 0.01% 213
2021
Q2 		$11K Buy
+358
New +$11.2K 0.01% 245

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighMark Wealth Management's SPSB Position: Q1 2024 in Review

HighMark Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 249 shares — an estimated $7.41K sold.

HighMark Wealth Management first reported a position in SPSB in Q2 2021 and held it in 11 quarters. The position peaked at $67K in Q3 2022. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • HighMark Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 249 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $7.41K.
  • HighMark Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
  • HighMark Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $67K in Q3 2022.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.