McIlrath & Eck’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-154	Closed	-$4.56K	–	1015
2024 Q2	$4.56K	Buy	154 +2	+1%	+$59	﹤0.01%	727
2024 Q1	$4.52K	Buy	152 +1	+0.7%	+$30	﹤0.01%	739
2023 Q4	$4.49K	Buy	151 +3	+2%	+$88	﹤0.01%	689
2023 Q3	$4.35K	Sell	148 -98	-40%	-$2.88K	﹤0.01%	682
2023 Q2	$7.24K	Sell	246 -133,646	-100%	-$3.95M	﹤0.01%	605
2023 Q1	$3.97M	Buy	+133,892	New	+$3.95M	0.93%	17

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McIlrath & Eck's SPSB Position: Q3 2024 in Review

McIlrath & Eck sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 154 shares — an estimated $4.56K sold.

McIlrath & Eck first reported a position in SPSB in Q1 2023 and held it in 6 quarters. The position peaked at $3.97M in Q1 2023. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

McIlrath & Eck reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
McIlrath & Eck sold 154 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $4.56K.
McIlrath & Eck first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
McIlrath & Eck's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.97M in Q1 2023.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on McIlrath & Eck's 13F filing for Q3 2024, filed 19 Nov 2024.