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

United Capital 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
-41,427
Closed -$1.21M – 1120
2023
Q3 		$1.21M Buy
+41,427
New +$1.22M 0.01% 483
2022
Q3 		– Sell
-16,093
Closed -$478K – 1147
2022
Q2 		$478K Buy
16,093
+2,494
+18% +$74.5K ﹤0.01% 809
2022
Q1 		$410K Sell
13,599
-24,270
-64% -$741K ﹤0.01% 896
2021
Q4 		$1.17M Buy
37,869
+1,203
+3% +$37.4K 0.01% 644
2021
Q3 		$1.15M Sell
36,666
-1,500
-4% -$46.9K 0.01% 639
2021
Q2 		$1.2M Sell
38,166
-4,668
-11% -$146K 0.01% 651
2021
Q1 		$1.34M Buy
42,834
+285
+0.7% +$8.93K 0.01% 594
2020
Q4 		$1.34M Sell
42,549
-3,949
-8% -$124K 0.01% 600
2020
Q3 		$1.46M Buy
46,498
+11,794
+34% +$370K 0.01% 572
2020
Q2 		$1.09M Buy
34,704
+1,591
+5% +$49.3K 0.01% 641
2020
Q1 		$1M Sell
33,113
-5,606
-14% -$171K 0.01% 632
2019
Q4 		$1.19M Buy
38,719
+4,128
+12% +$127K 0.01% 721
2019
Q3 		$1.07M Buy
34,591
+2,681
+8% +$82.5K 0.01% 726
2019
Q2 		$982K Sell
31,910
-2,801
-8% -$85.6K 0.01% 818
2019
Q1 		$1.06M Sell
34,711
-491
-1% -$14.9K 0.01% 762
2018
Q4 		$1.06M Buy
35,202
+13,638
+63% +$410K 0.01% 700
2018
Q3 		$651K Buy
21,564
+127
+0.6% +$3.83K ﹤0.01% 902
2018
Q2 		$647K Sell
21,437
-1,605
-7% -$48.4K ﹤0.01% 872
2018
Q1 		$696K Sell
23,042
-2,499
-10% -$75.7K 0.01% 869
2017
Q4 		$777K Sell
25,541
-5,900
-19% -$180K 0.01% 847
2017
Q3 		$964K Sell
31,441
-5,515
-15% -$169K 0.01% 784
2017
Q2 		$1.13M Sell
36,956
-108,511
-75% -$3.32M 0.01% 735
2017
Q1 		$4.45M Sell
145,467
-326,464
-69% -$9.97M 0.04% 387
2016
Q4 		$14.4M Sell
471,931
-125,437
-21% -$3.84M 0.14% 165
2016
Q3 		$18.4M Sell
597,368
-15,835
-3% -$487K 0.18% 136
2016
Q2 		$19M Buy
+613,203
New +$18.8M 0.19% 110

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

United Capital Financial Advisors's SPSB Position: Q4 2023 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 41,427 shares — an estimated $1.21M sold.

United Capital Financial Advisors first reported a position in SPSB in Q2 2016 and held it in 26 quarters. The position peaked at $19M in Q2 2016. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • United Capital 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.
  • United Capital Financial Advisors sold 41,427 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $1.21M.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 26 quarters.
  • United Capital Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19M in Q2 2016.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.