22CM
SPSB icon

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

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return