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

Legacy Capital Wealth Partners’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
Q2 		– Sell
-37,874
Closed -$1.12M – 208
2023
Q1 		$1.12M Buy
+37,874
New +$1.12M 0.31% 67

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Capital Wealth Partners's SPSB Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 37,874 shares — an estimated $1.12M sold.

Legacy Capital Wealth Partners first reported a position in SPSB in Q1 2023 and held it in 1 quarter. The position peaked at $1.12M in Q1 2023. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 37,874 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $1.12M.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.12M in Q1 2023.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.