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Legacy Capital Group California’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Legacy Capital Group 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
2023
Q3 		– Sell
-134,336
Closed -$3.95M – 297
2023
Q2 		$3.95M Sell
134,336
-10,121
-7% -$299K 1.63% 9
2023
Q1 		$4.28M Buy
+144,457
New +$4.26M 2.09% 5

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Legacy Capital Group California's SPSB Position: Q3 2023 in Review

Legacy Capital Group California sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 134,336 shares — an estimated $3.95M sold.

Legacy Capital Group California first reported a position in SPSB in Q1 2023 and held it in 2 quarters. The position peaked at $4.28M in Q1 2023. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

  • Legacy Capital Group California reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 134,336 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $3.95M.
  • Legacy Capital Group California first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.28M in Q1 2023.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.