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Paladin Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Paladin Advisory Group’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
Q1 		– Sell
-34,540
Closed -$1.01M – 462
2022
Q4 		$1.01M Buy
34,540
+13,268
+62% +$388K 0.87% 37
2022
Q3 		$621K Buy
21,272
+21,013
+8,113% +$624K 0.57% 44
2022
Q2 		$7K Buy
+259
New +$7.74K 0.01% 233

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paladin Advisory Group's SPSB Position: Q4 2023 in Review

Paladin Advisory Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 23,528 shares — an estimated $690K sold.

Paladin Advisory Group first reported a position in SPSB in Q1 2023 and held it in 3 quarters. The position peaked at $1.01M in Q1 2023. 556 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Paladin Advisory Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 23,528 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $690K.
  • Paladin Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Paladin Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.01M in Q1 2023.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.