CIC
SPSB icon

Chilton Investment Company’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Chilton Investment Company’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
Q3 		– Sell
-11,472
Closed -$341K – 169
2022
Q2 		$341K Sell
11,472
-5,742
-33% -$172K 0.01% 138
2022
Q1 		$519K Hold
17,214
– – 0.01% 106
2021
Q4 		$533K Buy
17,214
+4,269
+33% +$133K 0.01% 121
2021
Q3 		$405K Sell
12,945
-2,476
-16% -$77.4K 0.01% 133
2021
Q2 		$483K Sell
15,421
-440
-3% -$13.8K 0.01% 114
2021
Q1 		$497K Sell
15,861
-4,025
-20% -$126K 0.01% 119
2020
Q4 		$624K Sell
19,886
-5,867
-23% -$184K 0.02% 98
2020
Q3 		$808K Buy
25,753
+3,001
+13% +$94.1K 0.02% 92
2020
Q2 		$713K Buy
+22,752
New +$705K 0.02% 96

Other funds holding SPSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return