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

TCI 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 Q2	–	Sell	-217	Closed	-$6.42K	–	1962
2023 Q1	$6.42K	Buy	217 +1	+0.5%	+$29	﹤0.01%	1358
2022 Q4	$6.33K	Buy	216 +2	+0.9%	+$59	﹤0.01%	1370
2022 Q3	$6K	Buy	214 +1	+0.5%	+$30	﹤0.01%	1378
2022 Q2	$6K	Buy	213 +1	+0.5%	+$30	﹤0.01%	1400
2022 Q1	$6K	Buy	212 +1	+0.5%	+$31	﹤0.01%	1463
2021 Q4	$7K	Sell	211 -199	-49%	-$6.18K	﹤0.01%	1458
2021 Q3	$13K	Buy	410 +200	+95%	+$6.25K	﹤0.01%	934
2021 Q2	$7K	Buy	210 +1	+0.5%	+$31	﹤0.01%	1240
2021 Q1	$7K	Hold	209	–	–	﹤0.01%	1081
2020 Q4	$7K	Buy	209 +1	+0.5%	+$31	﹤0.01%	771
2020 Q3	$7K	Buy	208 +51	+32%	+$1.6K	﹤0.01%	687
2020 Q2	$5K	Buy	157 +1	+0.6%	+$31	﹤0.01%	758
2020 Q1	$5K	Sell	156 -888	-85%	-$27.1K	﹤0.01%	734
2019 Q4	$32K	Buy	1,044 +912	+691%	+$28.1K	0.01%	466
2019 Q3	$4K	Buy	+132	New	+$4.06K	﹤0.01%	889
2016 Q4	–	Sell	-880	Closed	-$27K	–	1445
2016 Q3	$27K	Sell	880 -4,000	-82%	-$123K	0.01%	391
2016 Q2	$150K	Hold	4,880	–	–	0.08%	152
2016 Q1	$149K	Sell	4,880 -500	-9%	-$15.2K	0.08%	157
2015 Q4	$164K	Hold	5,380	–	–	0.09%	151
2015 Q3	$164K	Hold	5,380	–	–	0.1%	146
2015 Q2	$165K	Sell	5,380 -84	-2%	-$2.58K	0.09%	150
2015 Q1	$168K	Buy	5,464 +584	+12%	+$17.9K	0.11%	130
2014 Q4	$149K	Hold	4,880	–	–	0.09%	144
2014 Q3	$150K	Hold	4,880	–	–	0.09%	140
2014 Q2	$150K	Hold	4,880	–	–	0.09%	141
2014 Q1	$150K	Hold	4,880	–	–	0.1%	144
2013 Q4	$150K	Hold	4,880	–	–	0.09%	142
2013 Q3	$150K	Hold	4,880	–	–	0.11%	129
2013 Q2	$149K	Buy	+4,880	New	+$150K	0.11%	129

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's SPSB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 217 shares — an estimated $6.42K sold.

TCI Wealth Advisors first reported a position in SPSB in Q2 2013 and held it in 29 quarters. The position peaked at $168K in Q1 2015. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 217 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $6.42K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 29 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $168K in Q1 2015.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.