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

Resonant Capital 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 Q3	–	Sell	-9,629	Closed	-$283K	–	280
2023 Q2	$283K	Sell	9,629 -1,359	-12%	-$40.1K	0.03%	217
2023 Q1	$326K	Sell	10,988 -117	-1%	-$3.45K	0.04%	194
2022 Q4	$326K	Sell	11,105 -3,216	-22%	-$94.1K	0.04%	203
2022 Q3	$418K	Sell	14,321 -3,151	-18%	-$93.5K	0.06%	166
2022 Q2	$519K	Buy	17,472 +2,934	+20%	+$87.7K	0.08%	147
2022 Q1	$438K	Sell	14,538 -1,549	-10%	-$47.3K	0.06%	148
2021 Q4	$498K	Buy	16,087 +3,966	+33%	+$123K	0.07%	138
2021 Q3	$379K	Sell	12,121 -24	-0.2%	-$751	0.07%	149
2021 Q2	$380K	Sell	12,145 -71	-0.6%	-$2.22K	0.07%	137
2021 Q1	$382K	Buy	12,216 +1	+0%	+$31	0.08%	134
2020 Q4	$384K	Sell	12,215 -2	-0%	-$63	0.09%	125
2020 Q3	$383K	Sell	12,217 -25	-0.2%	-$784	0.11%	109
2020 Q2	$384K	Sell	12,242 -1,987	-14%	-$61.6K	0.11%	125
2020 Q1	$430K	Buy	+14,229	New	+$435K	0.16%	137

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Resonant Capital Advisors's SPSB Position: Q3 2023 in Review

Resonant Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 9,629 shares — an estimated $283K sold.

Resonant Capital Advisors first reported a position in SPSB in Q1 2020 and held it in 14 quarters. The position peaked at $519K in Q2 2022. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Resonant Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Resonant Capital Advisors sold 9,629 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $283K.
Resonant Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 14 quarters.
Resonant Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $519K in Q2 2022.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Resonant Capital Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.