Hoxton Planning & Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Hoxton Planning & 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
2023 Q3	–	Sell	-11,015	Closed	-$324K	–	152
2023 Q2	$324K	Hold	11,015	–	–	0.2%	98
2023 Q1	$326K	Hold	11,015	–	–	0.18%	108
2022 Q4	$324K	Buy	+11,015	New	+$322K	0.17%	112

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Hoxton Planning & Management's SPSB Position: Q3 2023 in Review

Hoxton Planning & Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 11,015 shares — an estimated $324K sold.

Hoxton Planning & Management first reported a position in SPSB in Q4 2022 and held it in 3 quarters. The position peaked at $326K in Q1 2023. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Hoxton Planning & Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Hoxton Planning & Management sold 11,015 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $324K.
Hoxton Planning & Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Hoxton Planning & Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $326K in Q1 2023.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Hoxton Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.