Mine & Arao Wealth Creation & Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-990	Closed	-$30.9K	–	315
2024 Q1	$30.9K	Hold	990	–	–	0.02%	165
2023 Q4	$30.9K	Hold	990	–	–	0.02%	164
2023 Q3	$30.9K	Hold	990	–	–	0.02%	159
2023 Q2	$30.9K	Hold	990	–	–	0.02%	166
2023 Q1	$30.9K	Hold	990	–	–	0.02%	169
2022 Q4	$30.9K	Hold	990	–	–	0.02%	158
2022 Q3	$31K	Hold	990	–	–	0.02%	151
2022 Q2	$31K	Hold	990	–	–	0.02%	163
2022 Q1	$31K	Hold	990	–	–	0.02%	177
2021 Q4	$31K	Hold	990	–	–	0.02%	183
2021 Q3	$31K	Hold	990	–	–	0.02%	180
2021 Q2	$31K	Hold	990	–	–	0.02%	170
2021 Q1	$31K	Hold	990	–	–	0.02%	160
2020 Q4	$31K	Hold	990	–	–	0.02%	152
2020 Q3	$31K	Hold	990	–	–	0.03%	143
2020 Q2	$31K	Hold	990	–	–	0.03%	136
2020 Q1	$30K	Hold	990	–	–	0.03%	133
2019 Q4	$31K	Buy	+990	New	+$30.5K	0.03%	143

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SPSB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 990 shares — an estimated $30.9K sold.

Mine & Arao Wealth Creation & Management first reported a position in SPSB in Q4 2019 and held it in 18 quarters. The position peaked at $31K in Q3 2022. 531 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 990 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $30.9K.
Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $31K in Q3 2022.
531 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.