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

Simplicity 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 Q3	–	Sell	-20,915	Closed	-$616K	–	1081
2023 Q2	$616K	Buy	+20,915	New	+$617K	0.02%	605
2021 Q1	–	Sell	-73,060	Closed	-$2.29M	–	912
2020 Q4	$2.29M	Sell	73,060 -1,854	-2%	-$58.2K	0.03%	355
2020 Q3	$2.35M	Buy	74,914 +351	+0.5%	+$11K	0.04%	299
2020 Q2	$2.34M	Buy	+74,563	New	+$2.31M	0.05%	281
2020 Q1	–	Sell	-46,762	Closed	-$1.44M	–	889
2019 Q4	$1.44M	Buy	46,762 +25,716	+122%	+$793K	0.04%	300
2019 Q3	$649K	Buy	+21,046	New	+$648K	0.03%	374
2019 Q2	–	Sell	-20,976	Closed	-$641K	–	854
2019 Q1	$641K	Sell	20,976 -5,292	-20%	-$161K	0.04%	340
2018 Q4	$791K	Buy	+26,268	New	+$790K	0.1%	217

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Simplicity Solutions's SPSB Position: Q3 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 20,915 shares — an estimated $616K sold.

Simplicity Solutions first reported a position in SPSB in Q4 2018 and held it in 8 quarters. The position peaked at $2.35M in Q3 2020. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Simplicity Solutions reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 20,915 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $616K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
Simplicity Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.35M in Q3 2020.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.