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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return