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

WR Wealth Planners’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	$687	Hold	23	–	–	﹤0.01%	964
2024 Q3	$696	Buy	+23	New	+$690	﹤0.01%	998
2023 Q2	–	Sell	-265	Closed	-$7.85K	–	969
2023 Q1	$7.85K	Hold	265	–	–	﹤0.01%	608
2022 Q4	$7.79K	Sell	265 -100	-27%	-$2.93K	﹤0.01%	292
2022 Q3	$10.7K	Hold	365	–	–	0.01%	256
2022 Q2	$10.9K	Buy	365 +46	+14%	+$1.38K	0.01%	276
2022 Q1	$9.61K	Buy	+319	New	+$9.73K	0.01%	302

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's SPSB Position: Q4 2024 in Review

WR Wealth Planners held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q4 2024 at 23 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #964.

WR Wealth Planners first reported a position in SPSB in Q1 2022 and has held it in 7 quarters since. The position peaked at $10.9K in Q2 2022. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

WR Wealth Planners held 23 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $687 as of Q4 2024.
WR Wealth Planners left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #964 holding.
WR Wealth Planners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 7 quarters since.
WR Wealth Planners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.9K in Q2 2022.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.