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Houlihan Financial Resource Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-9,300
Closed -$275K – 154
2023
Q2 		$275K Buy
+9,300
New +$275K 0.01% 120

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Houlihan Financial Resource Group's SPSB Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 9,300 shares — an estimated $275K sold.

Houlihan Financial Resource Group first reported a position in SPSB in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 9,300 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $275K.
  • Houlihan Financial Resource Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $275K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.