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

Allred 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	–	Sell	-400	Closed	-$12.5K	–	679
2021 Q1	$12.5K	Buy	+400	New	+$12.5K	0.01%	596
2020 Q1	–	Sell	-2,324	Closed	-$71.7K	–	630
2019 Q4	$71.7K	Buy	+2,324	New	+$71.6K	0.04%	269
2019 Q1	–	Sell	-6,971	Closed	-$210K	–	195
2018 Q4	$210K	Buy	+6,971	New	+$210K	0.14%	159

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Allred Capital Management's SPSB Position: Q2 2021 in Review

Allred Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2021, closing a stake of 400 shares — an estimated $12.5K sold.

Allred Capital Management first reported a position in SPSB in Q4 2018 and held it in 3 quarters. The position peaked at $210K in Q4 2018. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

Allred Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 400 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2021, an estimated $12.5K.
Allred Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Allred Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $210K in Q4 2018.
457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.