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

USAdvisors 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
2024 Q2	–	Sell	-13,119	Closed	-$391K	–	137
2024 Q1	$391K	Buy	13,119 +2,517	+24%	+$74.9K	0.15%	97
2023 Q4	$315K	Buy	+10,602	New	+$312K	0.13%	100
2022 Q1	–	Sell	-18,800	Closed	-$582K	–	144
2021 Q4	$582K	Buy	18,800 +1,204	+7%	+$37.4K	0.24%	77
2021 Q3	$550K	Buy	17,596 +2,413	+16%	+$75.5K	0.24%	76
2021 Q2	$475K	Buy	15,183 +4,924	+48%	+$154K	0.26%	70
2021 Q1	$321K	Buy	+10,259	New	+$322K	0.16%	86

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

USAdvisors Wealth Management's SPSB Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 13,119 shares — an estimated $391K sold.

USAdvisors Wealth Management first reported a position in SPSB in Q1 2021 and held it in 6 quarters. The position peaked at $582K in Q4 2021. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

USAdvisors Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 13,119 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $391K.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
USAdvisors Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $582K in Q4 2021.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.