Anderson Hoagland & Co’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Anderson Hoagland & Co’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
2023 Q2	–	Sell	-8,468	Closed	-$251K	–	127
2023 Q1	$251K	Hold	8,468	–	–	0.04%	117
2022 Q4	$251K	Hold	8,468	–	–	0.04%	119
2022 Q3	$247K	Hold	8,468	–	–	0.04%	114
2022 Q2	$252K	Hold	8,468	–	–	0.04%	108
2022 Q1	$255K	Hold	8,468	–	–	0.03%	102
2021 Q4	$261K	Sell	8,468 -32	-0.4%	-$994	0.03%	101
2021 Q3	$266K	Buy	+8,500	New	+$266K	0.03%	106

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anderson Hoagland & Co's SPSB Position: Q2 2023 in Review

Anderson Hoagland & Co sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 8,468 shares — an estimated $251K sold.

Anderson Hoagland & Co first reported a position in SPSB in Q3 2021 and held it in 7 quarters. The position peaked at $266K in Q3 2021. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Anderson Hoagland & Co reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Anderson Hoagland & Co sold 8,468 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $251K.
Anderson Hoagland & Co first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
Anderson Hoagland & Co's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $266K in Q3 2021.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Anderson Hoagland & Co's 13F filing for Q2 2023, filed 7 Jul 2023.