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Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Koesten Hirschmann & Crabtree’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
-659
Closed -$19.6K – 225
2024
Q2 		$19.6K Hold
659
– – 0.01% 119
2024
Q1 		$19.6K Sell
659
-70
-10% -$2.08K 0.01% 119
2023
Q4 		$21.7K Buy
+729
New +$21.5K 0.02% 102

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPSB Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 659 shares — an estimated $19.6K sold.

Koesten Hirschmann & Crabtree first reported a position in SPSB in Q4 2023 and held it in 3 quarters. The position peaked at $21.7K in Q4 2023. 530 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 659 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $19.6K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Koesten Hirschmann & Crabtree's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $21.7K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.