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

Moss Adams Wealth 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
2023 Q2	–	Sell	-3,150	Closed	-$93.3K	–	174
2023 Q1	$93.3K	Hold	3,150	–	–	0.03%	99
2022 Q4	$92.5K	Buy	+3,150	New	+$92.2K	0.05%	112

Other funds holding SPSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moss Adams Wealth Advisors's SPSB Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 3,150 shares — an estimated $93.3K sold.

Moss Adams Wealth Advisors first reported a position in SPSB in Q4 2022 and held it in 2 quarters. The position peaked at $93.3K in Q1 2023. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 3,150 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $93.3K.
Moss Adams Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Moss Adams Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $93.3K in Q1 2023.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.