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

Crew Capital 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
2023
Q2 		– Sell
-7,451
Closed -$221K – 93
2023
Q1 		$221K Sell
7,451
-3,822
-34% -$113K 0.32% 79
2022
Q4 		$331K Sell
11,273
-2,186
-16% -$64K 0.48% 56
2022
Q3 		$393K Sell
13,459
-1,160
-8% -$34.4K 0.54% 46
2022
Q2 		$435K Sell
14,619
-914
-6% -$27.3K 0.55% 47
2022
Q1 		$468K Sell
15,533
-542
-3% -$16.5K 0.45% 51
2021
Q4 		$498K Buy
16,075
+586
+4% +$18.2K 0.42% 50
2021
Q3 		$484K Buy
15,489
+1,475
+11% +$46.1K 0.45% 49
2021
Q2 		$439K Buy
14,014
+638
+5% +$20K 0.41% 55
2021
Q1 		$419K Buy
+13,376
New +$419K 0.42% 56

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return