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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Chilton Investment Company's SPSB Position: Q3 2022 in Review

Chilton Investment Company sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2022, closing a stake of 11,472 shares — an estimated $341K sold.

Chilton Investment Company first reported a position in SPSB in Q2 2020 and held it in 9 quarters. The position peaked at $808K in Q3 2020. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

Chilton Investment Company reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Chilton Investment Company sold 11,472 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $341K.
Chilton Investment Company first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Chilton Investment Company's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $808K in Q3 2020.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on Chilton Investment Company's 13F filing for Q3 2022, filed 15 Nov 2022.