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

World Equity 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
2023 Q3	–	Sell	-41,785	Closed	-$1.23M	–	379
2023 Q2	$1.23M	Sell	41,785 -88,843	-68%	-$2.62M	0.36%	73
2023 Q1	$3.87M	Sell	130,628 -13,727	-10%	-$405K	0.58%	37
2022 Q4	$4.24M	Sell	144,355 -2,673	-2%	-$78.2K	1.01%	22
2022 Q3	$4.3M	Buy	147,028 +12,171	+9%	+$361K	1.09%	17
2022 Q2	$4.01M	Buy	+134,857	New	+$4.03M	1.01%	17

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

World Equity Group's SPSB Position: Q3 2023 in Review

World Equity Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 41,785 shares — an estimated $1.23M sold.

World Equity Group first reported a position in SPSB in Q2 2022 and held it in 5 quarters. The position peaked at $4.3M in Q3 2022. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

World Equity Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
World Equity Group sold 41,785 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $1.23M.
World Equity Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
World Equity Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.3M in Q3 2022.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.