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

Northwest Wealth 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
2023 Q2	–	Sell	-8,047	Closed	-$238K	–	156
2023 Q1	$238K	Buy	8,047 +31	+0.4%	+$914	0.09%	133
2022 Q4	$236K	Sell	8,016 -614	-7%	-$18K	0.1%	126
2022 Q3	$252K	Buy	8,630 +284	+3%	+$8.43K	0.11%	120
2022 Q2	$248K	Sell	8,346 -3,066	-27%	-$91.6K	0.11%	120
2022 Q1	$344K	Buy	11,412 +3,861	+51%	+$118K	0.17%	104
2021 Q4	$234K	Buy	7,551 +312	+4%	+$9.69K	0.11%	114
2021 Q3	$226K	Buy	7,239 +437	+6%	+$13.7K	0.11%	109
2021 Q2	$213K	Buy	+6,802	New	+$213K	0.11%	117
2019 Q2	–	Sell	-607	Closed	-$19K	–	413
2019 Q1	$19K	Hold	607	–	–	0.01%	295
2018 Q4	$18K	Buy	607 +2	+0.3%	+$60	0.02%	284
2018 Q3	$18K	Buy	605 +45	+8%	+$1.36K	0.01%	304
2018 Q2	$17K	Hold	560	–	–	0.01%	301
2018 Q1	$17K	Buy	+560	New	+$17K	0.01%	310

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

Northwest Wealth Management's SPSB Position: Q2 2023 in Review

Northwest Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 8,047 shares — an estimated $238K sold.

Northwest Wealth Management first reported a position in SPSB in Q1 2018 and held it in 13 quarters. The position peaked at $344K in Q1 2022. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Northwest Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Northwest Wealth Management sold 8,047 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $238K.
Northwest Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Northwest Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $344K in Q1 2022.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Northwest Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.