Source Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Source Financial Advisors’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	-32,210	Closed	-$959K	–	127
2023 Q4	$959K	Sell	32,210 -1,108	-3%	-$32.6K	0.3%	51
2023 Q3	$977K	Buy	33,318 +2,616	+9%	+$76.8K	0.33%	51
2023 Q2	$904K	Sell	30,702 -3,594	-10%	-$106K	0.3%	51
2023 Q1	$1.02M	Sell	34,296 -302	-0.9%	-$8.91K	0.34%	47
2022 Q4	$1.02M	Sell	34,598 -811	-2%	-$23.7K	0.38%	46
2022 Q3	$1.03M	Buy	+35,409	New	+$1.05M	0.41%	47

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

Source Financial Advisors's SPSB Position: Q1 2024 in Review

Source Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 32,210 shares — an estimated $959K sold.

Source Financial Advisors first reported a position in SPSB in Q3 2022 and held it in 6 quarters. The position peaked at $1.03M in Q3 2022. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Source Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Source Financial Advisors sold 32,210 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $959K.
Source Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Source Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.03M 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 Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.