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

Prestige Wealth Management 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
2022
Q4 		– Sell
-100
Closed -$3K – 1184
2022
Q3 		$3K Hold
100
– – ﹤0.01% 690
2022
Q2 		$3K Hold
100
– – ﹤0.01% 709
2022
Q1 		$3K Hold
100
– – ﹤0.01% 730
2021
Q4 		$3K Hold
100
– – ﹤0.01% 746
2021
Q3 		$3K Hold
100
– – ﹤0.01% 754
2021
Q2 		$3K Hold
100
– – ﹤0.01% 749
2021
Q1 		$3K Buy
+100
New +$3.13K ﹤0.01% 739

Other funds holding SPSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prestige Wealth Management Group's SPSB Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in SPSB in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Prestige Wealth Management Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3K in Q3 2022.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.