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

Sweet Financial Partners’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 Q3	$8.22M	Sell	271,426 -3,166	-1%	-$95K	1.78%	12
2024 Q2	$8.16M	Buy	274,592 +6,956	+3%	+$206K	1.86%	12
2024 Q1	$7.97M	Buy	267,636 +8,622	+3%	+$257K	1.84%	11
2023 Q4	$7.71M	Buy	259,014 +781	+0.3%	+$23K	1.83%	11
2023 Q3	$7.57M	Buy	258,233 +11,005	+4%	+$323K	2%	12
2023 Q2	$7.28M	Buy	247,228 +133,693	+118%	+$3.95M	1.9%	12
2023 Q1	$3.36M	Buy	+113,535	New	+$3.35M	0.93%	17

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sweet Financial Partners's SPSB Position: Q3 2024 in Review

Sweet Financial Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.2% in Q3 2024, selling an estimated $95K and leaving 271,426 shares worth $8.22M. The position accounts for 1.78% of the portfolio, ranked #12.

Sweet Financial Partners first reported a position in SPSB in Q1 2023 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

Sweet Financial Partners held 271,426 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $8.22M as of Q3 2024.
Sweet Financial Partners sold 3,166 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $95K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.78% of Sweet Financial Partners's portfolio in Q3 2024, its #12 holding.
Sweet Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.