Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CYG
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
–
520
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
–
–
0.09%
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
–
–
0.11%
125
2020
Q3
$255K
Sell
8,118
-800
-9%
-$25.1K
0.13%
110
2020
Q2
$279K
Buy
+8,918
New
+$276K
0.15%
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
–
261
2016
Q3
$37K
Buy
+1,215
New
+$37.4K
0.02%
204
Other funds holding SPSB
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close