D. Scott Neal’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

D. Scott Neal’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 Q4	–	Sell	-7,071	Closed	-$221K	–	63
2021 Q3	$221K	Sell	7,071 -296,178	-98%	-$9.26M	0.09%	49
2021 Q2	$9.49M	Sell	303,249 -92,878	-23%	-$2.91M	4.31%	6
2021 Q1	$12.4M	Buy	+396,127	New	+$12.4M	5.56%	5
2017 Q3	–	Sell	-10,155	Closed	-$311K	–	196
2017 Q2	$311K	Hold	10,155	–	–	0.21%	34
2017 Q1	$311K	Hold	10,155	–	–	0.2%	34
2016 Q4	$310K	Sell	10,155 -13,875	-58%	-$424K	0.22%	28
2016 Q3	$739K	Sell	24,030 -1,700	-7%	-$52.3K	0.58%	17
2016 Q2	$792K	Sell	25,730 -10,000	-28%	-$307K	0.7%	14
2016 Q1	$1.09M	Sell	35,730 -21,855	-38%	-$665K	1.03%	12
2015 Q4	$1.75M	Sell	57,585 -5,600	-9%	-$171K	1.39%	12
2015 Q3	$1.93M	Sell	63,185 -15,500	-20%	-$473K	1.62%	12
2015 Q2	$2.41M	Buy	+78,685	New	+$2.41M	1.65%	14

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

D. Scott Neal's SPSB Position: Q4 2021 in Review

D. Scott Neal sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2021, closing a stake of 7,071 shares — an estimated $221K sold.

D. Scott Neal first reported a position in SPSB in Q2 2015 and held it in 12 quarters. The position peaked at $12.4M in Q1 2021. 491 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

D. Scott Neal reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
D. Scott Neal sold 7,071 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $221K.
D. Scott Neal first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and held it in 12 quarters.
D. Scott Neal's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12.4M in Q1 2021.
491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on D. Scott Neal's 13F filing for Q4 2021, filed 21 Jan 2022.