Cambridge Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Cambridge Trust’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
2022 Q4	–	Sell	-11,093	Closed	-$324K	–	879
2022 Q3	$324K	Sell	11,093 -213	-2%	-$6.32K	0.02%	233
2022 Q2	$336K	Sell	11,306 -534	-5%	-$16K	0.01%	235
2022 Q1	$357K	Sell	11,840 -12,937	-52%	-$395K	0.01%	247
2021 Q4	$767K	Buy	24,777 +1,179	+5%	+$36.6K	0.02%	183
2021 Q3	$737K	Hold	23,598	–	–	0.03%	150
2021 Q2	$739K	Sell	23,598 -1,179	-5%	-$36.9K	0.03%	157
2021 Q1	$776K	Buy	+24,777	New	+$777K	0.03%	152

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Trust's SPSB Position: Q4 2022 in Review

Cambridge Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 11,093 shares — an estimated $324K sold.

Cambridge Trust first reported a position in SPSB in Q1 2021 and held it in 7 quarters. The position peaked at $776K in Q1 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Cambridge Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 11,093 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $324K.
Cambridge Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Cambridge Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $776K in Q1 2021.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.