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

Stratos Wealth 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
2023 Q1	–	Sell	-7,561	Closed	-$222K	–	634
2022 Q4	$222K	Buy	+7,561	New	+$221K	0.02%	529
2022 Q1	–	Sell	-15,027	Closed	-$465K	–	575
2021 Q4	$465K	Buy	+15,027	New	+$467K	0.03%	405
2021 Q1	–	Sell	-6,912	Closed	-$217K	–	493
2020 Q4	$217K	Buy	+6,912	New	+$217K	0.03%	373

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

DWM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Advisors's SPSB Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 7,561 shares — an estimated $222K sold.

Stratos Wealth Advisors first reported a position in SPSB in Q4 2020 and held it in 3 quarters. The position peaked at $465K in Q4 2021. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 7,561 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $222K.
Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Stratos Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $465K in Q4 2021.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.