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

JGP 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 		– Sell
-19,058
Closed -$567K – 174
2024
Q1 		$567K Buy
19,058
+6,864
+56% +$204K 0.08% 115
2023
Q4 		$363K Buy
+12,194
New +$359K 0.05% 132

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

JGP Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 19,058 shares — an estimated $567K sold.

JGP Wealth Management first reported a position in SPSB in Q4 2023 and held it in 2 quarters. The position peaked at $567K in Q1 2024. 531 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • JGP Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • JGP Wealth Management sold 19,058 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $567K.
  • JGP Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • JGP Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $567K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on JGP Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.