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

Transform Wealth’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 Q4	–	Sell	-11,531	Closed	-$337K	–	233
2022 Q3	$337K	Sell	11,531 -378	-3%	-$11.2K	0.04%	147
2022 Q2	$354K	Sell	11,909 -110	-0.9%	-$3.29K	0.05%	151
2022 Q1	$362K	Buy	12,019 +3,731	+45%	+$114K	0.04%	184
2021 Q4	$257K	Buy	+8,288	New	+$257K	0.03%	200

Other funds holding SPSB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Transform Wealth's SPSB Position: Q4 2022 in Review

Transform Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 11,531 shares — an estimated $337K sold.

Transform Wealth first reported a position in SPSB in Q4 2021 and held it in 4 quarters. The position peaked at $362K in Q1 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Transform Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Transform Wealth sold 11,531 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $337K.
Transform Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Transform Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $362K in Q1 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Transform Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.