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

Professional Financial 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
2022 Q4	–	Sell	-37	Closed	-$1K	–	396
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	465
2022 Q2	$1K	Sell	37 -2	-5%	-$60	﹤0.01%	454
2022 Q1	$1K	Sell	39 -327	-89%	-$9.98K	﹤0.01%	462
2021 Q4	$11K	Buy	+366	New	+$11.4K	﹤0.01%	308
2021 Q3	–	Sell	-364	Closed	-$11K	–	429
2021 Q2	$11K	Buy	364 +1	+0.3%	+$31	0.01%	265
2021 Q1	$11K	Buy	363 +332	+1,071%	+$10.4K	0.01%	238
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	348
2020 Q3	$1K	Buy	+31	New	+$973	﹤0.01%	334

Other funds holding SPSB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Professional Financial Advisors's SPSB Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 37 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in SPSB in Q3 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 37 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $1K.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Professional Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11K in Q4 2021.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.