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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

360 Financial's SPSB Position: Q3 2022 in Review

360 Financial sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2022, closing a stake of 25,540 shares — an estimated $763K sold.

360 Financial first reported a position in SPSB in Q1 2020 and held it in 10 quarters. The position peaked at $967K in Q2 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

360 Financial reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
360 Financial sold 25,540 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $763K.
360 Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
360 Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $967K in Q2 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on 360 Financial's 13F filing for Q3 2022, filed 19 Oct 2022.