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Lifestyle Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Lifestyle Asset Management’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
Q1 		– Sell
-11,353
Closed -$334K – 84
2022
Q4 		$334K Buy
+11,353
New +$332K 0.27% 49

Other funds holding SPSB

Creative Planning
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lifestyle Asset Management's SPSB Position: Q1 2023 in Review

Lifestyle Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 11,353 shares — an estimated $334K sold.

Lifestyle Asset Management first reported a position in SPSB in Q4 2022 and held it in 1 quarter. The position peaked at $334K in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Lifestyle Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 11,353 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $334K.
  • Lifestyle Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Lifestyle Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $334K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Lifestyle Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.