AFC
SPSB icon

AFT Forsyth & Company’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

AFT Forsyth & Company’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
Q3 		– Sell
-18,000
Closed -$563K – 163
2021
Q2 		$563K Sell
18,000
-12,300
-41% -$385K 0.3% 101
2021
Q1 		$949K Hold
30,300
– – 0.57% 61
2020
Q4 		$951K Buy
30,300
+1,600
+6% +$50.2K 0.59% 56
2020
Q3 		$900K Buy
+28,700
New +$900K 0.67% 48

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

AFT Forsyth & Company's SPSB Position: Q3 2021 in Review

AFT Forsyth & Company sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 18,000 shares — an estimated $563K sold.

AFT Forsyth & Company first reported a position in SPSB in Q3 2020 and held it in 4 quarters. The position peaked at $951K in Q4 2020. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

  • AFT Forsyth & Company reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • AFT Forsyth & Company sold 18,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $563K.
  • AFT Forsyth & Company first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
  • AFT Forsyth & Company's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $951K in Q4 2020.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on AFT Forsyth & Company's 13F filing for Q3 2021, filed 8 Nov 2021.