International Assets Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

International Assets Investment 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 Q3	–	Sell	-2,308	Closed	-$68.5K	–	2549
2024 Q2	$68.5K	Buy	+2,308	New	+$68.4K	0.01%	1068
2022 Q4	–	Sell	-3,581	Closed	-$105K	–	861
2022 Q3	$105K	Buy	+3,581	New	+$106K	0.02%	417

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

International Assets Investment Management's SPSB Position: Q3 2024 in Review

International Assets Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 2,308 shares — an estimated $68.5K sold.

International Assets Investment Management first reported a position in SPSB in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q3 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

International Assets Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
International Assets Investment Management sold 2,308 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $68.5K.
International Assets Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
International Assets Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $105K in Q3 2022.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.