20/20 Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

20/20 Capital Management’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
2021 Q2	$945K	Sell	30,206 -1,110	-4%	-$34.8K	0.24%	72
2021 Q1	$981K	Sell	31,316 -2,594	-8%	-$81.3K	0.28%	68
2020 Q4	$1.06M	Sell	33,910 -8,453	-20%	-$265K	0.31%	69
2020 Q3	$1.33M	Hold	42,363	–	–	0.5%	44
2020 Q2	$1.33M	Sell	42,363 -15,907	-27%	-$493K	0.51%	42
2020 Q1	$1.8M	Sell	58,270 -3,422	-6%	-$105K	0.81%	25
2019 Q4	$1.91M	Buy	+61,692	New	+$1.9M	0.77%	27

Other funds holding SPSB

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

20/20 Capital Management's SPSB Position: Q2 2021 in Review

20/20 Capital Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.5% in Q2 2021, selling an estimated $34.8K and leaving 30,206 shares worth $945K. The position accounts for 0.24% of the portfolio, ranked #72.

20/20 Capital Management first reported a position in SPSB in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.91M in Q4 2019. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

20/20 Capital Management held 30,206 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $945K as of Q2 2021.
20/20 Capital Management sold 1,110 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2021, an estimated $34.8K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.24% of 20/20 Capital Management's portfolio in Q2 2021, its #72 holding.
20/20 Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.91M in Q4 2019.
457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.