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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-25,079
Closed -$743K 79
2023
Q1
$743K Sell
25,079
-1,132
-4% -$33.4K 0.58% 41
2022
Q4
$770K Buy
26,211
+1,489
+6% +$43.6K 0.35% 59
2022
Q3
$722K Buy
+24,722
New +$734K 0.34% 56

Other funds holding SPSB

MGO Private Wealth's SPSB Position: Q2 2023 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 25,079 shares — an estimated $743K sold.

MGO Private Wealth first reported a position in SPSB in Q3 2022 and held it in 3 quarters. The position peaked at $770K in Q4 2022. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • MGO Private Wealth sold 25,079 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $743K.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $770K in Q4 2022.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on MGO Private Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.