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Solidarity Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Solidarity Wealth’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
2022
Q3 		$800K Sell
30,232
-1,644
-5% -$48.8K 0.46% 49
2022
Q2 		$956K Buy
31,876
+2,117
+7% +$63.3K 0.52% 46
2022
Q1 		$890K Buy
+29,759
New +$908K 0.5% 43

Other funds holding SPSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Solidarity Wealth's SPSB Position: Q3 2022 in Review

Solidarity Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.2% in Q3 2022, selling an estimated $48.8K and leaving 30,232 shares worth $800K. The position accounts for 0.46% of the portfolio, ranked #49.

Solidarity Wealth first reported a position in SPSB in Q1 2022 and has held it in 3 quarters since. The position peaked at $956K in Q2 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

  • Solidarity Wealth held 30,232 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $800K as of Q3 2022.
  • Solidarity Wealth sold 1,644 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $48.8K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.46% of Solidarity Wealth's portfolio in Q3 2022, its #49 holding.
  • Solidarity Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $956K in Q2 2022.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.