MONECO Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MONECO Advisors’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	-6,996	Closed	-$208K	–	445
2024 Q1	$208K	Buy	+6,996	New	+$208K	0.03%	392
2023 Q4	–	Sell	-44,839	Closed	-$1.31M	–	393
2023 Q3	$1.31M	Sell	44,839 -7,614	-15%	-$224K	0.36%	72
2023 Q2	$1.54M	Buy	52,453 +6,639	+14%	+$196K	0.42%	55
2023 Q1	$1.36M	Buy	45,814 +36,779	+407%	+$1.08M	0.4%	58
2022 Q4	$265K	Buy	+9,035	New	+$264K	0.1%	210

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 22.96% 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

MONECO Advisors's SPSB Position: Q2 2024 in Review

MONECO Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 6,996 shares — an estimated $208K sold.

MONECO Advisors first reported a position in SPSB in Q4 2022 and held it in 5 quarters. The position peaked at $1.54M in Q2 2023. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

MONECO Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
MONECO Advisors sold 6,996 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $208K.
MONECO Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
MONECO Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.54M in Q2 2023.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.