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

Bedel Financial Consulting’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	-269	Closed	-$8K	–	1025
2021 Q2	$8K	Buy	269 +1	+0.4%	+$31	﹤0.01%	711
2021 Q1	$8K	Buy	268 +38	+17%	+$1.19K	﹤0.01%	680
2020 Q4	$7K	Buy	230 +1	+0.4%	+$31	﹤0.01%	611
2020 Q3	$7K	Buy	229 +1	+0.4%	+$31	﹤0.01%	569
2020 Q2	$7K	Buy	228 +1	+0.4%	+$31	﹤0.01%	542
2020 Q1	$7K	Buy	227 +1	+0.4%	+$31	﹤0.01%	535
2019 Q4	$7K	Buy	226 +2	+0.9%	+$62	﹤0.01%	550
2019 Q3	$7K	Buy	224 +2	+0.9%	+$62	﹤0.01%	535
2019 Q2	$7K	Buy	222 +1	+0.5%	+$31	﹤0.01%	534
2019 Q1	$7K	Buy	+221	New	+$6.71K	﹤0.01%	536
2018 Q2	–	Sell	-1,004	Closed	-$30K	–	716
2018 Q1	$30K	Buy	+1,004	New	+$30.4K	0.02%	328

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Bedel Financial Consulting's SPSB Position: Q3 2021 in Review

Bedel Financial Consulting sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 269 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in SPSB in Q1 2018 and held it in 11 quarters. The position peaked at $30K in Q1 2018. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Bedel Financial Consulting reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 269 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $8K.
Bedel Financial Consulting first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
Bedel Financial Consulting's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $30K in Q1 2018.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.