Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$962K	Sell	31,928 -4,202	-12%	-$128K	0.28%	60
2021 Q4	$1.12M	Buy	+36,130	New	+$1.12M	0.36%	41

Other funds holding SPSB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Dixon Hughes Goodman Wealth Advisors's SPSB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q1 2022, selling an estimated $128K and leaving 31,928 shares worth $962K. The position accounts for 0.28% of the portfolio, ranked #60.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPSB in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2021. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 31,928 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $962K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 4,202 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $128K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.28% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #60 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.12M in Q4 2021.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.