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TD Ameritrade Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-588,587
Closed -$17.3M – 417
2023
Q2 		$17.3M Sell
588,587
-26,847
-4% -$793K 0.18% 55
2023
Q1 		$18.2M Sell
615,434
-29,017
-5% -$856K 0.19% 56
2022
Q4 		$18.9M Sell
644,451
-25,181
-4% -$737K 0.19% 57
2022
Q3 		$19.6M Sell
669,632
-14,378
-2% -$427K 0.2% 57
2022
Q2 		$20.3M Buy
684,010
+41,220
+6% +$1.23M 0.18% 60
2022
Q1 		$19.4M Buy
642,790
+218,610
+52% +$6.67M 0.14% 64
2021
Q4 		$13.1M Sell
424,180
-93,775
-18% -$2.91M 0.09% 70
2021
Q3 		$16.2M Buy
517,955
+62,592
+14% +$1.96M 0.13% 63
2021
Q2 		$14.3M Sell
455,363
-38,511
-8% -$1.21M 0.1% 68
2021
Q1 		$15.5M Hold
493,874
– – 0.12% 64
2020
Q4 		$15.5M Sell
493,874
-24,081
-5% -$755K 0.12% 64
2020
Q3 		$16.2M Sell
517,955
-22,578
-4% -$708K 0.13% 63
2020
Q2 		$16.9M Sell
540,533
-30,526
-5% -$946K 0.14% 64
2020
Q1 		$17.3M Buy
571,059
+569,821
+46,028% +$17.4M 0.16% 59
2019
Q4 		$38K Buy
1,238
+45
+4% +$1.39K ﹤0.01% 337
2019
Q3 		$37K Buy
1,193
+412
+53% +$12.7K ﹤0.01% 323
2019
Q2 		$24K Buy
781
+481
+160% +$14.7K ﹤0.01% 318
2019
Q1 		$9K Sell
300
-81
-21% -$2.46K ﹤0.01% 366
2018
Q4 		$11K Buy
381
+44
+13% +$1.32K ﹤0.01% 342
2018
Q3 		$10K Buy
337
+172
+104% +$5.19K ﹤0.01% 332
2018
Q2 		$5K Buy
+165
New +$4.97K ﹤0.01% 265

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

TD Ameritrade Investment Management's SPSB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 588,587 shares — an estimated $17.3M sold.

TD Ameritrade Investment Management first reported a position in SPSB in Q2 2018 and held it in 21 quarters. The position peaked at $20.3M in Q2 2022. 527 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 588,587 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $17.3M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $20.3M in Q2 2022.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.