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UFA
US Financial Advisors’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
US 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
Q3
–
Sell
-6,952
Closed
-$205K
–
74
2023
Q2
$205K
Hold
6,952
–
–
0.09%
69
2023
Q1
$206K
Hold
6,952
–
–
0.09%
70
2022
Q4
$204K
Sell
6,952
-1,286
-16%
-$37.6K
0.1%
69
2022
Q3
$241K
Hold
8,238
–
–
0.14%
51
2022
Q2
$245K
Sell
8,238
-1,027
-11%
-$30.7K
0.14%
47
2022
Q1
$279K
Sell
9,265
-379
-4%
-$11.6K
0.13%
57
2021
Q4
$299K
Sell
9,644
-76
-0.8%
-$2.36K
0.14%
53
2021
Q3
$304K
Sell
9,720
-165
-2%
-$5.16K
0.15%
49
2021
Q2
$309K
Sell
9,885
-37,265
-79%
-$1.17M
0.15%
50
2021
Q1
$1.48M
Buy
47,150
+2,387
+5%
+$74.8K
0.41%
48
2020
Q4
$1.41M
Buy
+44,763
New
+$1.4M
0.42%
42
Other funds holding SPSB
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AWMS
Advocacy Wealth Management Services
Atlanta, Georgia
$2.26B AUM
13.25%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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