Laurel Wealth Advisors (California)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Laurel Wealth Advisors (California)’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	$595K	Buy	20,264 +11,382	+128%	+$333K	0.06%	325
2022 Q3	$260K	Sell	8,882 -5,662	-39%	-$168K	0.03%	527
2022 Q2	$433K	Buy	14,544 +4,405	+43%	+$132K	0.04%	393
2022 Q1	$306K	Buy	+10,139	New	+$309K	0.03%	571

Other funds holding SPSB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

Laurel Wealth Advisors (California)'s SPSB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 128% in Q4 2022, buying an estimated $333K and bringing the position to 20,264 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #325.

Laurel Wealth Advisors (California) first reported a position in SPSB in Q1 2022 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Laurel Wealth Advisors (California) held 20,264 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $595K as of Q4 2022.
Laurel Wealth Advisors (California) bought 11,382 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $333K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #325 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 4 quarters since.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.