Telemus Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Telemus Capital’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	-9,776	Closed	-$288K	–	337
2022 Q4	$288K	Buy	+9,776	New	+$286K	0.03%	281
2022 Q3	–	Sell	-35,297	Closed	-$1.05M	–	337
2022 Q2	$1.05M	Buy	+35,297	New	+$1.05M	0.1%	164
2022 Q1	–	Sell	-19,843	Closed	-$615K	–	379
2021 Q4	$615K	Buy	+19,843	New	+$616K	0.05%	225
2018 Q1	–	Sell	-5,975	Closed	-$182K	–	536
2017 Q4	$182K	Buy	+5,975	New	+$183K	0.01%	406

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital's SPSB Position: Q1 2023 in Review

Telemus Capital sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 9,776 shares — an estimated $288K sold.

Telemus Capital first reported a position in SPSB in Q4 2017 and held it in 4 quarters. The position peaked at $1.05M in Q2 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Telemus Capital reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Telemus Capital sold 9,776 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $288K.
Telemus Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Telemus Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.05M in Q2 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.