True Link Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

True Link Financial Advisors’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	-7,189	Closed	-$211K	–	100
2023 Q3	$211K	Sell	7,189 -3,500	-33%	-$103K	0.03%	102
2023 Q2	$315K	Hold	10,689	–	–	0.04%	96
2023 Q1	$317K	Hold	10,689	–	–	0.04%	101
2022 Q4	$314K	Hold	10,689	–	–	0.04%	101
2022 Q3	$312K	Hold	10,689	–	–	0.05%	108
2022 Q2	$318K	Buy	10,689 +2,785	+35%	+$83.2K	0.05%	104
2022 Q1	$238K	Sell	7,904 -775	-9%	-$23.6K	0.03%	119
2021 Q4	$269K	Hold	8,679	–	–	0.04%	191
2021 Q3	$271K	Hold	8,679	–	–	0.04%	169
2021 Q2	$272K	Hold	8,679	–	–	0.04%	135
2021 Q1	$272K	Hold	8,679	–	–	0.04%	173
2020 Q4	$273K	Buy	+8,679	New	+$272K	0.04%	179

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

True Link Financial Advisors's SPSB Position: Q4 2023 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 7,189 shares — an estimated $211K sold.

True Link Financial Advisors first reported a position in SPSB in Q4 2020 and held it in 12 quarters. The position peaked at $318K in Q2 2022. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

True Link Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 7,189 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $211K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $318K in Q2 2022.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.