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MAWCM
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
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$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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