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

Independent Solutions 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
2023 Q1	–	Sell	-7,558	Closed	-$222K	–	227
2022 Q4	$222K	Sell	7,558 -991	-12%	-$29K	0.07%	201
2022 Q3	$250K	Buy	8,549 +868	+11%	+$25.8K	0.08%	184
2022 Q2	$228K	Sell	7,681 -84	-1%	-$2.51K	0.07%	194
2022 Q1	$234K	Hold	7,765	–	–	0.06%	198
2021 Q4	$240K	Buy	7,765 +225	+3%	+$6.99K	0.06%	203
2021 Q3	$236K	Buy	7,540 +391	+5%	+$12.2K	0.06%	200
2021 Q2	$224K	Buy	+7,149	New	+$224K	0.05%	196

Other funds holding SPSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Solutions Wealth Management's SPSB Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 7,558 shares — an estimated $222K sold.

Independent Solutions Wealth Management first reported a position in SPSB in Q2 2021 and held it in 7 quarters. The position peaked at $250K in Q3 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,558 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $222K.
Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Independent Solutions Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $250K in Q3 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.