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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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 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

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return