Wedbush Securities’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wedbush Securities’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 Q1	–	Sell	-9,211	Closed	-$274K	–	1275
2023 Q4	$274K	Buy	9,211 +892	+11%	+$26.3K	0.01%	810
2023 Q3	$244K	Sell	8,319 -3,811	-31%	-$112K	0.01%	822
2023 Q2	$357K	Buy	12,130 +2,560	+27%	+$75.6K	0.02%	675
2023 Q1	$284K	Buy	9,570 +17	+0.2%	+$501	0.01%	771
2022 Q4	$281K	Buy	9,553 +263	+3%	+$7.7K	0.02%	773
2022 Q3	$271K	Buy	+9,290	New	+$276K	0.02%	770
2019 Q4	–	Sell	-51,595	Closed	-$1.59M	–	1028
2019 Q3	$1.59M	Buy	51,595 +33,941	+192%	+$1.04M	0.16%	152
2019 Q2	$543K	Buy	+17,654	New	+$539K	0.05%	397
2019 Q1	–	Sell	-23,785	Closed	-$717K	–	951
2018 Q4	$717K	Buy	23,785 +1,648	+7%	+$49.6K	0.09%	251
2018 Q3	$668K	Buy	22,137 +1,512	+7%	+$45.6K	0.08%	297
2018 Q2	$622K	Buy	+20,625	New	+$622K	0.08%	315

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wedbush Securities's SPSB Position: Q1 2024 in Review

Wedbush Securities sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 9,211 shares — an estimated $274K sold.

Wedbush Securities first reported a position in SPSB in Q2 2018 and held it in 11 quarters. The position peaked at $1.59M in Q3 2019. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Wedbush Securities reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wedbush Securities sold 9,211 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $274K.
Wedbush Securities first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and held it in 11 quarters.
Wedbush Securities's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.59M in Q3 2019.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Wedbush Securities's 13F filing for Q1 2024, filed 15 May 2024.