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

West Wealth 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
Q1 		– Sell
-8,067
Closed -$240K – 93
2023
Q4 		$240K Buy
+8,067
New +$237K 0.09% 72
2022
Q3 		– Sell
-8,298
Closed -$246K – 66
2022
Q2 		$246K Buy
+8,298
New +$248K 0.11% 53

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Wealth Group's SPSB Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 8,067 shares — an estimated $240K sold.

West Wealth Group first reported a position in SPSB in Q2 2022 and held it in 2 quarters. The position peaked at $246K in Q2 2022. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • West Wealth Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 8,067 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $240K.
  • West Wealth Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • West Wealth Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $246K in Q2 2022.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.