MBM Wealth Consultants’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MBM Wealth Consultants’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	-74	Closed	-$2K	–	279
2022 Q2	$2K	Sell	74 -5,380	-99%	-$161K	﹤0.01%	256
2022 Q1	$164K	Hold	5,454	–	–	0.07%	103
2021 Q4	$169K	Sell	5,454 -3,530	-39%	-$110K	0.07%	101
2021 Q3	$281K	Sell	8,984 -1,528	-15%	-$47.8K	0.13%	82
2021 Q2	$329K	Sell	10,512 -54,931	-84%	-$1.72M	0.15%	81
2021 Q1	$2.05M	Sell	65,443 -173,509	-73%	-$5.44M	1.04%	23
2020 Q4	$7.5M	Sell	238,952 -213,456	-47%	-$6.7M	4.09%	7
2020 Q3	$14.2M	Buy	452,408 +72,376	+19%	+$2.27M	9.06%	2
2020 Q2	$11.9M	Buy	380,032 +27,909	+8%	+$865K	8.4%	2
2020 Q1	$10.7M	Buy	352,123 +72,197	+26%	+$2.21M	8.82%	1
2019 Q4	$8.63M	Buy	279,926 +15,328	+6%	+$473K	6.4%	2
2019 Q3	$8.16M	Buy	264,598 +47,223	+22%	+$1.45M	6.41%	2
2019 Q2	$6.69M	Sell	217,375 -33,983	-14%	-$1.04M	5.56%	3
2019 Q1	$7.68M	Sell	251,358 -11,216	-4%	-$340K	6.73%	1
2018 Q4	$7.91M	Buy	+262,574	New	+$7.9M	7.72%	1

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

MBM Wealth Consultants's SPSB Position: Q3 2022 in Review

MBM Wealth Consultants sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2022, closing a stake of 74 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in SPSB in Q4 2018 and held it in 15 quarters. The position peaked at $14.2M in Q3 2020. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

MBM Wealth Consultants reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
MBM Wealth Consultants sold 74 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $2K.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
MBM Wealth Consultants's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.2M in Q3 2020.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.