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TCWM
Total Clarity Wealth Management’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
Total Clarity 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
2022
Q3
–
Sell
-4,155
Closed
-$124K
–
875
2022
Q2
$124K
Buy
+4,155
New
+$124K
0.06%
289
2022
Q1
–
Sell
-4,155
Closed
-$129K
–
811
2021
Q4
$129K
Sell
4,155
-150
-3%
-$4.66K
0.06%
279
2021
Q3
$135K
Buy
+4,305
New
+$135K
0.06%
266
2021
Q2
–
Sell
-10,539
Closed
-$330K
–
663
2021
Q1
$330K
Sell
10,539
-23,557
-69%
-$738K
0.19%
128
2020
Q4
$1.07M
Buy
34,096
+3,207
+10%
+$101K
0.74%
36
2020
Q3
$969K
Buy
30,889
+2,972
+11%
+$93.2K
0.85%
32
2020
Q2
$875K
Buy
+27,917
New
+$865K
0.8%
38
2020
Q1
–
Sell
-5,906
Closed
-$182K
–
541
2019
Q4
$182K
Buy
+5,906
New
+$182K
0.14%
129
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24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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