United Capital Management of KS’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

United Capital Management of KS’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	-95,553	Closed	-$2.79M	–	88
2022 Q3	$2.79M	Buy	95,553 +15,371	+19%	+$456K	1.31%	36
2022 Q2	$2.38M	Sell	80,182 -6,252	-7%	-$187K	1.12%	43
2022 Q1	$2.6M	Buy	86,434 +4,611	+6%	+$141K	1.01%	44
2021 Q4	$2.53M	Buy	81,823 +22,992	+39%	+$714K	0.95%	48
2021 Q3	$1.84M	Buy	58,831 +21,498	+58%	+$672K	0.75%	49
2021 Q2	$1.17M	Buy	37,333 +24,694	+195%	+$773K	0.48%	56
2021 Q1	$395K	Buy	12,639 +2,863	+29%	+$89.7K	0.18%	76
2020 Q4	$307K	Buy	+9,776	New	+$307K	0.14%	80

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 $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

United Capital Management of KS's SPSB Position: Q4 2022 in Review

United Capital Management of KS sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 95,553 shares — an estimated $2.79M sold.

United Capital Management of KS first reported a position in SPSB in Q4 2020 and held it in 8 quarters. The position peaked at $2.79M in Q3 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

United Capital Management of KS reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
United Capital Management of KS sold 95,553 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $2.79M.
United Capital Management of KS first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
United Capital Management of KS's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.79M in Q3 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on United Capital Management of KS's 13F filing for Q4 2022, filed 31 Jan 2023.