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VisionPoint Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-3,069
Closed -$92.9K – 313
2024
Q3 		$92.9K Sell
3,069
-99,870
-97% -$3M 0.03% 226
2024
Q2 		$3.06M Sell
102,939
-1,588
-2% -$47K 1.09% 20
2024
Q1 		$3.11M Sell
104,527
-4,675
-4% -$139K 1.12% 19
2023
Q4 		$3.25M Sell
109,202
-99,515
-48% -$2.93M 1.2% 15
2023
Q3 		$6.12M Buy
208,717
+7,262
+4% +$213K 2.62% 8
2023
Q2 		$5.93M Sell
201,455
-16,806
-8% -$496K 2.43% 7
2023
Q1 		$6.48M Sell
218,261
-72,652
-25% -$2.14M 2.86% 8
2022
Q4 		$8.58M Sell
290,913
-30,315
-9% -$887K 3.55% 6
2022
Q3 		$9.39M Buy
321,228
+10,419
+3% +$309K 4.51% 4
2022
Q2 		$9.27M Buy
310,809
+51,261
+20% +$1.53M 3.66% 4
2022
Q1 		$7.77M Buy
259,548
+170,197
+190% +$5.19M 3.6% 8
2021
Q4 		$2.73M Buy
89,351
+9,400
+12% +$292K 1.2% 30
2021
Q3 		$2.49M Sell
79,951
-31,612
-28% -$989K 1.11% 28
2021
Q2 		$3.49M Sell
111,563
-1,604
-1% -$50.2K 1.56% 23
2021
Q1 		$3.54M Buy
113,167
+17,712
+19% +$555K 1.7% 14
2020
Q4 		$3M Buy
95,455
+60,083
+170% +$1.88M 1.51% 11
2020
Q3 		$1.11M Buy
+35,372
New +$1.11M 0.48% 35

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

VisionPoint Advisory Group's SPSB Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 3,069 shares — an estimated $92.9K sold.

VisionPoint Advisory Group first reported a position in SPSB in Q3 2020 and held it in 17 quarters. The position peaked at $9.39M in Q3 2022. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3,069 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $92.9K.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • VisionPoint Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9.39M in Q3 2022.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.