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

KWB Wealth’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
2022
Q4 		– Sell
-46,551
Closed -$1.36M – 125
2022
Q3 		$1.36M Sell
46,551
-472,483
-91% -$14M 0.27% 39
2022
Q2 		$15.4M Sell
519,034
-42,057
-7% -$1.26M 2.97% 9
2022
Q1 		$17.4M Sell
561,091
-3,053
-0.5% -$93.2K 2.9% 11
2021
Q4 		$17.5M Buy
564,144
+110,227
+24% +$3.42M 2.9% 11
2021
Q3 		$14.2M Buy
+453,917
New +$14.2M 2.52% 12

Other funds holding SPSB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KWB Wealth's SPSB Position: Q4 2022 in Review

KWB Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 46,551 shares — an estimated $1.36M sold.

KWB Wealth first reported a position in SPSB in Q3 2021 and held it in 5 quarters. The position peaked at $17.5M in Q4 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

  • KWB Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • KWB Wealth sold 46,551 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $1.36M.
  • KWB Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
  • KWB Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $17.5M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on KWB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.