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

Perigon 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
2024
Q3 		– Sell
-10,599
Closed -$315K – 1029
2024
Q2 		$315K Buy
10,599
+169
+2% +$5.01K 0.01% 668
2024
Q1 		$311K Sell
10,430
-1,550
-13% -$46.1K 0.01% 673
2023
Q4 		$357K Sell
11,980
-622
-5% -$18.3K 0.01% 607
2023
Q3 		$369K Buy
12,602
+602
+5% +$17.7K 0.02% 522
2023
Q2 		$353K Buy
+12,000
New +$354K 0.01% 552
2022
Q4 		– Sell
-11,215
Closed -$328K – 712
2022
Q3 		$328K Sell
11,215
-2,698
-19% -$80.1K 0.03% 406
2022
Q2 		$414K Sell
13,913
-19,198
-58% -$574K 0.03% 359
2022
Q1 		$998K Buy
+33,111
New +$1.01M 0.07% 234

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return