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

Janiczek 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
2024 Q2	$654	Hold	22	–	–	﹤0.01%	977
2024 Q1	$655	Hold	22	–	–	﹤0.01%	980
2023 Q4	$656	Hold	22	–	–	﹤0.01%	972
2023 Q3	$646	Hold	22	–	–	﹤0.01%	956
2023 Q2	$648	Hold	22	–	–	﹤0.01%	887
2023 Q1	$652	Hold	22	–	–	﹤0.01%	891
2022 Q4	$651	Hold	22	–	–	﹤0.01%	890
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	872
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	907
2022 Q1	$1K	Sell	22 -1,000	-98%	-$30.5K	﹤0.01%	900
2021 Q4	$32K	Buy	1,022 +1,000	+4,545%	+$31.1K	0.01%	401
2021 Q3	$1K	Buy	+22	New	+$688	﹤0.01%	929

Other funds holding SPSB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Janiczek Wealth Management's SPSB Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2024 at 22 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Janiczek Wealth Management first reported a position in SPSB in Q3 2021 and has held it in 12 quarters since. The position peaked at $32K in Q4 2021. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Janiczek Wealth Management held 22 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $654 as of Q2 2024.
Janiczek Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #977 holding.
Janiczek Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $32K in Q4 2021.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.