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

V Wealth 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
2022 Q2	–	Sell	-11,439	Closed	-$345K	–	462
2022 Q1	$345K	Sell	11,439 -402	-3%	-$12.3K	0.06%	314
2021 Q4	$367K	Buy	11,841 +1	+0%	+$31	0.05%	324
2021 Q3	$370K	Sell	11,840 -3,020	-20%	-$94.4K	0.06%	325
2021 Q2	$465K	Buy	+14,860	New	+$465K	0.07%	288

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

V Wealth Advisors's SPSB Position: Q2 2022 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 11,439 shares — an estimated $345K sold.

V Wealth Advisors first reported a position in SPSB in Q2 2021 and held it in 4 quarters. The position peaked at $465K in Q2 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

V Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 11,439 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $345K.
V Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
V Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $465K in Q2 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.