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1834 Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

1834 Investment Advisors’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
2022
Q2 		– Sell
-1,700
Closed -$51K – 500
2022
Q1 		$51K Sell
1,700
-2,652
-61% -$80.9K 0.01% 252
2021
Q4 		$135K Sell
4,352
-220
-5% -$6.83K 0.02% 212
2021
Q3 		$143K Sell
4,572
-100
-2% -$3.13K 0.02% 213
2021
Q2 		$146K Sell
4,672
-215
-4% -$6.73K 0.02% 209
2021
Q1 		$153K Sell
4,887
-1,005
-17% -$31.5K 0.02% 216
2020
Q4 		$185K Sell
5,892
-224
-4% -$7.03K 0.02% 197
2020
Q3 		$192K Hold
6,116
– – 0.03% 186
2020
Q2 		$192K Hold
6,116
– – 0.03% 181
2020
Q1 		$185K Hold
6,116
– – 0.04% 178
2019
Q4 		$189K Sell
6,116
-300
-5% -$9.25K 0.03% 201
2019
Q3 		$198K Sell
6,416
-80
-1% -$2.46K 0.03% 202
2019
Q2 		$200K Sell
6,496
-656
-9% -$20K 0.03% 194
2019
Q1 		$219K Hold
7,152
– – 0.03% 187
2018
Q4 		$216K Buy
7,152
+1,560
+28% +$46.9K 0.04% 169
2018
Q3 		$169K Sell
5,592
-500
-8% -$15.1K 0.02% 209
2018
Q2 		$184K Hold
6,092
– – 0.03% 188
2018
Q1 		$184K Sell
6,092
-68
-1% -$2.06K 0.03% 183
2017
Q4 		$187K Buy
+6,160
New +$188K 0.03% 179
2017
Q2 		– Sell
-9,460
Closed -$290K – 185
2017
Q1 		$290K Sell
9,460
-1,500
-14% -$45.8K 0.06% 162
2016
Q4 		$335K Sell
10,960
-2,950
-21% -$90.2K 0.07% 144
2016
Q3 		$428K Sell
13,910
-2,775
-17% -$85.4K 0.09% 125
2016
Q2 		$514K Sell
16,685
-4,425
-21% -$136K 0.11% 125
2016
Q1 		$647K Sell
21,110
-915
-4% -$27.8K 0.15% 108
2015
Q4 		$670K Sell
22,025
-100
-0.5% -$3.05K 0.16% 112
2015
Q3 		$675K Buy
+22,125
New +$675K 0.17% 114

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1834 Investment Advisors's SPSB Position: Q2 2022 in Review

1834 Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 1,700 shares — an estimated $51K sold.

1834 Investment Advisors first reported a position in SPSB in Q3 2015 and held it in 25 quarters. The position peaked at $675K in Q3 2015. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

  • 1834 Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,700 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $51K.
  • 1834 Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and held it in 25 quarters.
  • 1834 Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $675K in Q3 2015.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.