LB
SPSB icon

Leo Brokerage’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Leo Brokerage’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
-7,230
Closed -$214K – 315
2023
Q1 		$214K Buy
+7,230
New +$213K 0.03% 274

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Leo Brokerage's SPSB Position: Q2 2023 in Review

Leo Brokerage sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 7,230 shares — an estimated $214K sold.

Leo Brokerage first reported a position in SPSB in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 546 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

  • Leo Brokerage reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 7,230 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $214K.
  • Leo Brokerage first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Leo Brokerage's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $214K in Q1 2023.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.