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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sharkey, Howes & Javer's SPSB Position: Q1 2024 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 11,492 shares — an estimated $342K sold.

Sharkey, Howes & Javer first reported a position in SPSB in Q3 2022 and held it in 6 quarters. The position peaked at $4.96M in Q3 2022. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Sharkey, Howes & Javer reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 11,492 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $342K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Sharkey, Howes & Javer's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.96M in Q3 2022.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2024, filed 18 Apr 2024.