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

Retirement 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
2024
Q1 		$126K Buy
4,224
+14
+0.3% +$417 0.05% 144
2023
Q4 		$125K Buy
4,210
+30
+0.7% +$883 0.05% 139
2023
Q3 		$123K Buy
4,180
+31
+0.7% +$910 0.05% 132
2023
Q2 		$122K Sell
4,149
-696
-14% -$20.5K 0.05% 131
2023
Q1 		$144K Sell
4,845
-3,560
-42% -$105K 0.07% 113
2022
Q4 		$247K Buy
8,405
+4,238
+102% +$124K 0.12% 70
2022
Q3 		$122K Sell
4,167
-4,748
-53% -$141K 0.1% 79
2022
Q2 		$265K Sell
8,915
-5,564
-38% -$166K 0.11% 89
2022
Q1 		$436K Sell
14,479
-3,215
-18% -$98.1K 0.17% 69
2021
Q4 		$548K Sell
17,694
-3,993
-18% -$124K 0.24% 61
2021
Q3 		$678K Sell
21,687
-4,464
-17% -$140K 0.31% 57
2021
Q2 		$819K Sell
26,151
-7,900
-23% -$247K 0.39% 50
2021
Q1 		$1.07M Sell
34,051
-1,221
-3% -$38.3K 0.48% 38
2020
Q4 		$1.12M Sell
35,272
-815
-2% -$25.6K 0.51% 37
2020
Q3 		$1.13M Buy
36,087
+2,581
+8% +$81K 0.64% 35
2020
Q2 		$1.05M Buy
+33,506
New +$1.04M 0.65% 35
2019
Q4 		$899K Buy
+29,148
New +$899K 0.58% 42

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Retirement Group's SPSB Position: Q1 2024 in Review

Retirement Group increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 0.33% in Q1 2024, buying an estimated $417 and bringing the position to 4,224 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #144.

Retirement Group first reported a position in SPSB in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.13M in Q3 2020. 522 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • Retirement Group held 4,224 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $126K as of Q1 2024.
  • Retirement Group bought 14 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q1 2024, an estimated $417.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.05% of Retirement Group's portfolio in Q1 2024, its #144 holding.
  • Retirement Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $1.13M in Q3 2020.
  • 522 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.