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

Tradition 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
2023
Q4 		– Sell
-232
Closed -$7K – 1361
2023
Q3 		$7K Hold
232
– – ﹤0.01% 1104
2023
Q2 		$7K Buy
+232
New +$6.85K ﹤0.01% 1134

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.37T AUM 44.26% 1-Year Est. Return

Tradition Wealth Management's SPSB Position: Q4 2023 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 232 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in SPSB in Q2 2023 and held it in 2 quarters. The position peaked at $7K in Q3 2023. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Tradition Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 232 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $7K.
  • Tradition Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7K in Q3 2023.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.