Credit Suisse’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Credit Suisse’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
2023 Q3	–	Sell	-9,400	Closed	-$277K	–	3173
2023 Q2	$277K	Hold	9,400	–	–	﹤0.01%	3027
2023 Q1	$279K	Hold	9,400	–	–	﹤0.01%	3020
2022 Q4	$276K	Sell	9,400 -3,803	-29%	-$111K	﹤0.01%	3078
2022 Q3	$386K	Buy	+13,203	New	+$392K	﹤0.01%	2951
2015 Q1	–	Sell	-8,493	Closed	-$260K	–	4562
2014 Q4	$260K	Hold	8,493	–	–	﹤0.01%	4145
2014 Q3	$261K	Sell	8,493 -1,361	-14%	-$41.8K	﹤0.01%	4004
2014 Q2	$304K	Buy	9,854 +827	+9%	+$25.5K	﹤0.01%	4102
2014 Q1	$278K	Sell	9,027 -169	-2%	-$5.2K	﹤0.01%	4153
2013 Q4	$282K	Sell	9,196 -438	-5%	-$13.5K	﹤0.01%	4119
2013 Q3	$296K	Sell	9,634 -799,912	-99%	-$24.5M	﹤0.01%	3811
2013 Q2	$24.8M	Buy	+809,546	New	+$24.9M	0.03%	660

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

DWM

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

Credit Suisse's SPSB Position: Q3 2023 in Review

Credit Suisse sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2023, closing a stake of 9,400 shares — an estimated $277K sold.

Credit Suisse first reported a position in SPSB in Q2 2013 and held it in 11 quarters. The position peaked at $24.8M in Q2 2013. 526 funds tracked by Wall St. Rank hold SPSB as of Q3 2023.

Credit Suisse reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Credit Suisse sold 9,400 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2023, an estimated $277K.
Credit Suisse first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Credit Suisse's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $24.8M in Q2 2013.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2023.

Based on Credit Suisse's 13F filing for Q3 2023, filed 13 Nov 2023.