Level Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Level Financial Advisors’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 Q3	–	Sell	-699	Closed	-$21K	–	327
2022 Q2	$21K	Buy	699 +620	+785%	+$18.5K	0.02%	141
2022 Q1	$2K	Sell	79 -9	-10%	-$275	﹤0.01%	212
2021 Q4	$3K	Buy	+88	New	+$2.73K	﹤0.01%	232

Other funds holding SPSB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Level Financial Advisors's SPSB Position: Q3 2022 in Review

Level Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2022, closing a stake of 699 shares — an estimated $21K sold.

Level Financial Advisors first reported a position in SPSB in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

Level Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 699 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $21K.
Level Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Level Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $21K in Q2 2022.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.