JWM
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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return