LMKC
SPSB icon

L.M. Kohn & Company’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

L.M. Kohn & Company’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
-10,884
Closed -$320K – 235
2022
Q4 		$320K Buy
10,884
+3,960
+57% +$116K 0.15% 148
2022
Q3 		$203K Buy
+6,924
New +$206K 0.1% 196
2022
Q2 		– Sell
-7,293
Closed -$220K – 252
2022
Q1 		$220K Buy
+7,293
New +$223K 0.08% 223

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.M. Kohn & Company's SPSB Position: Q1 2023 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 10,884 shares — an estimated $320K sold.

L.M. Kohn & Company first reported a position in SPSB in Q1 2022 and held it in 3 quarters. The position peaked at $320K in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 10,884 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $320K.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • L.M. Kohn & Company's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $320K 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 L.M. Kohn & Company's 13F filing for Q1 2023, filed 8 May 2023.