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

Lake Point 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
2022 Q2	$2K	Hold	66	–	–	﹤0.01%	338
2022 Q1	$2K	Hold	66	–	–	﹤0.01%	346
2021 Q4	$2K	Hold	66	–	–	﹤0.01%	350
2021 Q3	$2K	Hold	66	–	–	﹤0.01%	332
2021 Q2	$2K	Buy	+66	New	+$2.07K	﹤0.01%	346
2020 Q1	$2K	Hold	66	–	–	﹤0.01%	280
2019 Q4	$2K	Buy	+66	New	+$2.04K	﹤0.01%	511
2019 Q2	$6K	Hold	198	–	–	﹤0.01%	405
2019 Q1	$6K	Sell	198 -15,640	-99%	-$475K	﹤0.01%	405
2018 Q4	$477K	Buy	+15,838	New	+$476K	0.18%	87

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Point Wealth Management's SPSB Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2022 at 66 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Lake Point Wealth Management first reported a position in SPSB in Q4 2018 and has held it in 10 quarters since. The position peaked at $477K in Q4 2018. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Lake Point Wealth Management held 66 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #338 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $477K in Q4 2018.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.