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

Surience Private 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
2023
Q1 		– Sell
-151,296
Closed -$4.45M – 26
2022
Q4 		$4.45M Buy
151,296
+9,136
+6% +$267K 5.9% 6
2022
Q3 		$4.15M Buy
+142,160
New +$4.22M 10.67% 4

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Surience Private Wealth's SPSB Position: Q1 2023 in Review

Surience Private Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 151,296 shares — an estimated $4.45M sold.

Surience Private Wealth first reported a position in SPSB in Q3 2022 and held it in 2 quarters. The position peaked at $4.45M in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Surience Private Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Surience Private Wealth sold 151,296 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $4.45M.
  • Surience Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Surience Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.45M in Q4 2022.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Surience Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.