Levy Wealth Management Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$3.86M	Buy	129,944 +42,685	+49%	+$1.26M	0.99%	17
2024 Q1	$2.6M	Hold	87,259	–	–	0.73%	19
2023 Q4	$2.6M	Buy	87,259 +6,735	+8%	+$198K	0.73%	19
2023 Q3	$2.36M	Sell	80,524 -243	-0.3%	-$7.14K	0.73%	20
2023 Q2	$2.38M	Sell	80,767 -8,153	-9%	-$241K	0.7%	21
2023 Q1	$2.63M	Sell	88,920 -1,865	-2%	-$55K	0.81%	19
2022 Q4	$2.67M	Buy	90,785 +10,441	+13%	+$306K	0.89%	19
2022 Q3	$2.35M	Buy	80,344 +62,734	+356%	+$1.86M	1.01%	16
2022 Q2	$524K	Buy	+17,610	New	+$526K	0.24%	40

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Levy Wealth Management Group's SPSB Position: Q2 2024 in Review

Levy Wealth Management Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 49% in Q2 2024, buying an estimated $1.26M and bringing the position to 129,944 shares worth $3.86M. The position accounts for 0.99% of the portfolio, ranked #17.

Levy Wealth Management Group first reported a position in SPSB in Q2 2022 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Levy Wealth Management Group held 129,944 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.86M as of Q2 2024.
Levy Wealth Management Group bought 42,685 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $1.26M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.99% of Levy Wealth Management Group's portfolio in Q2 2024, its #17 holding.
Levy Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.