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

Retirement Financial Solutions’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
Q1 		– Sell
-391
Closed -$11.5K – 214
2022
Q4 		$11.5K Buy
+391
New +$11.4K 0.01% 128

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Financial Solutions's SPSB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 391 shares — an estimated $11.5K sold.

Retirement Financial Solutions first reported a position in SPSB in Q4 2022 and held it in 1 quarter. The position peaked at $11.5K in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 391 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $11.5K.
  • Retirement Financial Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11.5K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.