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

Capital Planning Advisors’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
-13,810
Closed -$426K – 125
2019
Q4 		$426K Sell
13,810
-135
-1% -$4.16K 0.11% 96
2019
Q3 		$430K Buy
+13,945
New +$429K 0.13% 94

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

Capital Planning Advisors's SPSB Position: Q1 2020 in Review

Capital Planning Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2020, closing a stake of 13,810 shares — an estimated $426K sold.

Capital Planning Advisors first reported a position in SPSB in Q3 2019 and held it in 2 quarters. The position peaked at $430K in Q3 2019. 364 funds tracked by Wall St. Rank hold SPSB as of Q1 2020.

  • Capital Planning Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Planning Advisors sold 13,810 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2020, an estimated $426K.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Capital Planning Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $430K 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 Capital Planning Advisors's 13F filing for Q1 2020, filed 11 May 2020.