LWMG
SPSB icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return