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SPSB icon

360 Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

360 Financial’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
Q3 		– Sell
-25,540
Closed -$763K – 92
2022
Q2 		$763K Sell
25,540
-2,841
-10% -$84.9K 0.46% 28
2022
Q1 		$854K Hold
28,381
– – 0.41% 36
2021
Q4 		$879K Buy
28,381
+2
+0% +$62 0.4% 35
2021
Q3 		$887K Sell
28,379
-2,500
-8% -$78.2K 0.46% 29
2021
Q2 		$967K Buy
30,879
+1
+0% +$31 0.5% 27
2021
Q1 		$967K Buy
30,878
+1,050
+4% +$32.9K 0.54% 25
2020
Q4 		$937K Buy
29,828
+3,192
+12% +$100K 0.56% 25
2020
Q3 		$836K Hold
26,636
– – 0.59% 24
2020
Q2 		$834K Buy
26,636
+20,036
+304% +$621K 0.69% 22
2020
Q1 		$200K Buy
+6,600
New +$202K 0.21% 54

Other funds holding SPSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return