Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$15K	Sell	518 -1,515	-75%	-$45.4K	0.01%	322
2024 Q3	$61K	Sell	2,033 -2,468	-55%	-$74K	0.02%	450
2024 Q2	$133K	Sell	4,501 -5,039	-53%	-$149K	0.04%	300
2024 Q1	$284K	Buy	9,540 +8,446	+772%	+$251K	0.08%	195
2023 Q4	$32K	Buy	1,094 +38	+4%	+$1.12K	0.01%	550
2023 Q3	$31K	Buy	+1,056	New	+$31K	0.01%	546
2023 Q1	$68K	Buy	+2,294	New	+$67.7K	0.03%	378
2022 Q4	–	Sell	-13,428	Closed	-$392K	–	1025
2022 Q3	$392K	Buy	13,428 +46	+0.3%	+$1.37K	0.16%	132
2022 Q2	$398K	Buy	13,382 +33	+0.2%	+$986	0.18%	132
2022 Q1	$402K	Buy	13,349 +16	+0.1%	+$488	0.16%	135
2021 Q4	$413K	Buy	+13,333	New	+$414K	0.15%	139

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPSB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 75% in Q4 2024, selling an estimated $45.4K and leaving 518 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #322.

Householder Group Estate & Retirement Specialist first reported a position in SPSB in Q4 2021 and has held it in 11 quarters since. The position peaked at $413K in Q4 2021. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Householder Group Estate & Retirement Specialist held 518 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $15K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,515 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $45.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #322 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $413K in Q4 2021.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.