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

Berkshire Money 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
Q4 		– Sell
-1,417,946
Closed -$38.8M – 31
2021
Q3 		$38.8M Buy
+1,417,946
New +$44.3M 6.17% 6

Other funds holding SPSB

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Berkshire Money Management's SPSB Position: Q4 2021 in Review

Berkshire Money Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2021, closing a stake of 1,417,946 shares — an estimated $38.8M sold.

Berkshire Money Management first reported a position in SPSB in Q3 2021 and held it in 1 quarter. The position peaked at $38.8M in Q3 2021. 491 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

  • Berkshire Money Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Berkshire Money Management sold 1,417,946 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $38.8M.
  • Berkshire Money Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Berkshire Money Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $38.8M in Q3 2021.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on Berkshire Money Management's 13F filing for Q4 2021, filed 14 Jan 2022.