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

Bell Rock Capital’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
2020
Q1 		– Sell
-1,963
Closed -$60K – 265
2019
Q4 		$60K Sell
1,963
-2,455
-56% -$75.7K 0.05% 202
2019
Q3 		$137K Buy
4,418
+3,648
+474% +$112K 0.12% 127
2019
Q2 		$23K Buy
+770
New +$23.5K 0.02% 258

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Rock Capital's SPSB Position: Q1 2020 in Review

Bell Rock Capital sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2020, closing a stake of 1,963 shares — an estimated $60K sold.

Bell Rock Capital first reported a position in SPSB in Q2 2019 and held it in 3 quarters. The position peaked at $137K in Q3 2019. 364 funds tracked by Wall St. Rank hold SPSB as of Q1 2020.

  • Bell Rock Capital reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 1,963 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2020, an estimated $60K.
  • Bell Rock Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Bell Rock Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $137K in Q3 2019.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.