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Topel & Distasi Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Topel & Distasi Wealth 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
2024
Q1 		– Sell
-7,336
Closed -$218K – 76
2023
Q4 		$218K Buy
+7,336
New +$216K 0.1% 70

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Topel & Distasi Wealth Management's SPSB Position: Q1 2024 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 7,336 shares — an estimated $218K sold.

Topel & Distasi Wealth Management first reported a position in SPSB in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 7,336 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $218K.
  • Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $218K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.