Curbstone Financial Management Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Curbstone Financial Management Corp’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 Q2	–	Sell	-17,020	Closed	-$513K	–	198
2022 Q1	$513K	Hold	17,020	–	–	0.09%	173
2021 Q4	$527K	Buy	17,020 +3,200	+23%	+$99.4K	0.09%	175
2021 Q3	$432K	Hold	13,820	–	–	0.08%	188
2021 Q2	$433K	Buy	+13,820	New	+$433K	0.08%	185
2017 Q4	–	Sell	-13,620	Closed	-$418K	–	167
2017 Q3	$418K	Buy	13,620 +6,810	+100%	+$209K	0.12%	156
2017 Q2	$209K	Hold	6,810	–	–	0.13%	158
2017 Q1	$208K	Hold	6,810	–	–	0.13%	162
2016 Q4	$208K	Sell	6,810 -7,410	-52%	-$227K	0.13%	157
2016 Q3	$438K	Buy	+14,220	New	+$437K	0.14%	155

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curbstone Financial Management Corp's SPSB Position: Q2 2022 in Review

Curbstone Financial Management Corp sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 17,020 shares — an estimated $513K sold.

Curbstone Financial Management Corp first reported a position in SPSB in Q3 2016 and held it in 9 quarters. The position peaked at $527K in Q4 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Curbstone Financial Management Corp reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Curbstone Financial Management Corp sold 17,020 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $513K.
Curbstone Financial Management Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 9 quarters.
Curbstone Financial Management Corp's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $527K in Q4 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2022, filed 4 Aug 2022.