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

Tyler-Stone 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	-746	Closed	-$22K	–	983
2023 Q3	$22K	Hold	746	–	–	0.01%	469
2023 Q2	$22K	Buy	+746	New	+$22K	0.01%	474
2022 Q4	$22K	Hold	746	–	–	0.02%	436
2022 Q3	$22K	Hold	746	–	–	0.02%	420
2022 Q2	$22K	Hold	746	–	–	0.01%	435
2022 Q1	$22K	Buy	+746	New	+$22.8K	0.01%	463

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

Tyler-Stone Wealth Management's SPSB Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 746 shares — an estimated $22K sold.

Tyler-Stone Wealth Management first reported a position in SPSB in Q1 2022 and held it in 6 quarters. The position peaked at $22K in Q3 2023. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

Tyler-Stone 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.
Tyler-Stone Wealth Management sold 746 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $22K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $22K 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 Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.