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Consultiva Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Consultiva Wealth Management’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
2021
Q1 		$95K Hold
3,026
– – 2.06% 12
2020
Q4 		$95K Buy
+3,026
New +$94.9K 2.22% 14
2019
Q2 		$95K Buy
+3,026
New +$92.5K 1.93% 15

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Consultiva Wealth Management's SPSB Position: Q1 2021 in Review

Consultiva Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2021 at 3,026 shares worth $95K. The position accounts for 2.06% of the portfolio, ranked #12.

Consultiva Wealth Management first reported a position in SPSB in Q2 2019 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold SPSB as of Q1 2021.

  • Consultiva Wealth Management held 3,026 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $95K as of Q1 2021.
  • Consultiva Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2021.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.06% of Consultiva Wealth Management's portfolio in Q1 2021, its #12 holding.
  • Consultiva Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2021.

Based on Consultiva Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.