Kerntke Otto McGlone Wealth Management Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	-117	Closed	-$3K	–	114
2022 Q4	$3K	Buy	+117	New	+$3.42K	﹤0.01%	111

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

Kerntke Otto McGlone Wealth Management Group's SPSB Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 117 shares — an estimated $3K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SPSB in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 117 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $3K.
Kerntke Otto McGlone Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
Kerntke Otto McGlone Wealth Management Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3K in Q4 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.