Valley National Advisers’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Valley National Advisers’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	-8,517	Closed	-$248K	–	970
2022 Q3	$248K	Buy	+8,517	New	+$253K	0.05%	223
2020 Q1	–	Sell	-178	Closed	-$5K	–	835
2019 Q4	$5K	Hold	178	–	–	﹤0.01%	611
2019 Q3	$5K	Buy	+178	New	+$5.48K	﹤0.01%	592

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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Valley National Advisers's SPSB Position: Q4 2022 in Review

Valley National Advisers sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 8,517 shares — an estimated $248K sold.

Valley National Advisers first reported a position in SPSB in Q3 2019 and held it in 3 quarters. The position peaked at $248K in Q3 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Valley National Advisers reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Valley National Advisers sold 8,517 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $248K.
Valley National Advisers first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Valley National Advisers's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $248K 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 Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.