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Buckingham Capital Management (Ohio)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Buckingham Capital Management (Ohio)’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
2024
Q4 		$38.8M Buy
1,301,056
+28,067
+2% +$841K 4.46% 3
2024
Q3 		$38.5M Buy
1,272,989
+24,872
+2% +$746K 4.41% 3
2024
Q2 		$37.1M Buy
1,248,117
+109,536
+10% +$3.25M 4.44% 3
2024
Q1 		$33.9M Buy
1,138,581
+114,222
+11% +$3.4M 4.15% 3
2023
Q4 		$30.5M Sell
1,024,359
-156,546
-13% -$4.61M 4.08% 5
2023
Q3 		$34.6M Sell
1,180,905
-94,532
-7% -$2.78M 5.28% 2
2023
Q2 		$37.5M Buy
1,275,437
+74,428
+6% +$2.2M 5.59% 2
2023
Q1 		$35.6M Buy
1,201,009
+124,816
+12% +$3.68M 5.69% 2
2022
Q4 		$31.6M Buy
1,076,193
+26,070
+2% +$763K 5.5% 2
2022
Q3 		$30.7M Sell
1,050,123
-116,518
-10% -$3.46M 5.95% 1
2022
Q2 		$34.7M Sell
1,166,641
-30,630
-3% -$915K 6.5% 1
2022
Q1 		$36.1M Sell
1,197,271
-18,811
-2% -$574K 5.92% 1
2021
Q4 		$37.7M Sell
1,216,082
-46,004
-4% -$1.43M 5.84% 1
2021
Q3 		$39.4M Sell
1,262,086
-16,963
-1% -$530K 6.45% 1
2021
Q2 		$40M Sell
1,279,049
-57,221
-4% -$1.79M 6.47% 1
2021
Q1 		$41.8M Buy
1,336,270
+119,001
+10% +$3.73M 7.05% 1
2020
Q4 		$38.2M Buy
1,217,269
+939,469
+338% +$29.5M 6.73% 1
2020
Q3 		$8.67M Buy
277,800
+17,377
+7% +$545K 1.72% 21
2020
Q2 		$8.16M Sell
260,423
-4,899
-2% -$152K 1.78% 20
2020
Q1 		$8.03M Sell
265,322
-154,053
-37% -$4.71M 2.02% 11
2019
Q4 		$12.9M Buy
419,375
+22,813
+6% +$703K 2.24% 9
2019
Q3 		$12.2M Buy
396,562
+59,644
+18% +$1.84M 2.27% 9
2019
Q2 		$10.4M Buy
+336,918
New +$10.3M 1.96% 9

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SPSB Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.2% in Q4 2024, buying an estimated $841K and bringing the position to 1,301,056 shares worth $38.8M. The position accounts for 4.46% of the portfolio, ranked #3.

Buckingham Capital Management (Ohio) first reported a position in SPSB in Q2 2019 and has held it in 23 quarters since. The position peaked at $41.8M in Q1 2021. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 1,301,056 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $38.8M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 28,067 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $841K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.46% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #3 holding.
  • Buckingham Capital Management (Ohio) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • Buckingham Capital Management (Ohio)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $41.8M in Q1 2021.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.