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

Outlook 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 Q3	–	Sell	-92,106	Closed	-$2.71M	–	214
2023 Q2	$2.71M	Sell	92,106 -4,048	-4%	-$120K	1.03%	25
2023 Q1	$2.85M	Sell	96,154 -6,989	-7%	-$206K	1.27%	19
2022 Q4	$3.03M	Sell	103,143 -2,806	-3%	-$82.1K	1.44%	13
2022 Q3	$3.1M	Sell	105,949 -3,388	-3%	-$101K	1.39%	16
2022 Q2	$3.25M	Buy	+109,337	New	+$3.27M	1.33%	17
2021 Q2	–	Sell	-5,651	Closed	-$177K	–	223
2021 Q1	$177K	Buy	+5,651	New	+$177K	0.06%	184
2020 Q2	–	Sell	-6,738	Closed	-$204K	–	178
2020 Q1	$204K	Buy	+6,738	New	+$206K	0.12%	146

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Outlook Wealth Advisors's SPSB Position: Q3 2023 in Review

Outlook Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 92,106 shares — an estimated $2.71M sold.

Outlook Wealth Advisors first reported a position in SPSB in Q1 2020 and held it in 7 quarters. The position peaked at $3.25M in Q2 2022. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Outlook Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 92,106 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $2.71M.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Outlook Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.25M in Q2 2022.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Outlook Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.