Clean Yield Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Clean Yield Group’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	-1,538	Closed	-$45K	–	494
2022 Q3	$45K	Sell	1,538 -2,000	-57%	-$59.4K	0.02%	230
2022 Q2	$105K	Sell	3,538 -300	-8%	-$8.96K	0.04%	180
2022 Q1	$116K	Sell	3,838 -3,000	-44%	-$91.5K	0.04%	191
2021 Q4	$212K	Sell	6,838 -1,280	-16%	-$39.8K	0.07%	150
2021 Q3	$254K	Hold	8,118	–	–	0.08%	136
2021 Q2	$254K	Hold	8,118	–	–	0.09%	128
2021 Q1	$254K	Hold	8,118	–	–	0.1%	126
2020 Q4	$255K	Hold	8,118	–	–	0.09%	125
2020 Q3	$255K	Sell	8,118 -800	-9%	-$25.1K	0.1%	110
2020 Q2	$279K	Buy	+8,918	New	+$276K	0.12%	101
2017 Q2	–	Sell	-2,107	Closed	-$64K	–	252
2017 Q1	$64K	Buy	+2,107	New	+$64.4K	0.03%	171
2016 Q4	–	Sell	-1,215	Closed	-$37K	–	260
2016 Q3	$37K	Buy	+1,215	New	+$37.4K	0.02%	204

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

Clean Yield Group's SPSB Position: Q4 2022 in Review

Clean Yield Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 1,538 shares — an estimated $45K sold.

Clean Yield Group first reported a position in SPSB in Q3 2016 and held it in 12 quarters. The position peaked at $279K in Q2 2020. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Clean Yield Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 1,538 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $45K.
Clean Yield Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 12 quarters.
Clean Yield Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $279K in Q2 2020.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.