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

Perennial Investment 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
Q4 		– Sell
-8,169
Closed -$240K – 375
2023
Q3 		$240K Sell
8,169
-503
-6% -$14.8K 0.04% 274
2023
Q2 		$255K Sell
8,672
-5,375
-38% -$159K 0.04% 279
2023
Q1 		$416K Buy
+14,047
New +$414K 0.08% 199

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

Perennial Investment Advisors's SPSB Position: Q4 2023 in Review

Perennial Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 8,169 shares — an estimated $240K sold.

Perennial Investment Advisors first reported a position in SPSB in Q1 2023 and held it in 3 quarters. The position peaked at $416K in Q1 2023. 556 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Perennial Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Perennial Investment Advisors sold 8,169 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $240K.
  • Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Perennial Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $416K 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 Perennial Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.