SHJ
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Sharkey, Howes & Javer’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-11,492
Closed -$342K – 124
2023
Q4 		$342K Hold
11,492
– – 0.06% 85
2023
Q3 		$337K Hold
11,492
– – 0.06% 86
2023
Q2 		$338K Sell
11,492
-4,320
-27% -$128K 0.06% 79
2023
Q1 		$469K Sell
15,812
-44,318
-74% -$1.31M 0.1% 72
2022
Q4 		$1.77M Sell
60,130
-109,666
-65% -$3.21M 0.41% 33
2022
Q3 		$4.96M Buy
+169,796
New +$5.04M 1.08% 22

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return