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Private Ocean’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Private Ocean’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
Q2 		$146K Buy
+4,904
New +$145K 0.01% 177
2022
Q3 		– Sell
-139
Closed -$4K – 636
2022
Q2 		$4K Hold
139
– – ﹤0.01% 402
2022
Q1 		$4K Buy
+139
New +$4.24K ﹤0.01% 462

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 $1.56T AUM 27.86% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Private Ocean's SPSB Position: Q2 2024 in Review

Private Ocean opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024: 4,904 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Private Ocean previously reported a position in SPSB as recently as Q2 2022.

Private Ocean first reported a position in SPSB in Q1 2022 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • Private Ocean held 4,904 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $146K as of Q2 2024.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Private Ocean position in Q2 2024.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #177 holding.
  • Private Ocean first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.