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RG
Retirement Group’s
State Street SPDR Portfolio Short Term Corporate Bond 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
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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