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

Elmwood Wealth 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
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	312
2021 Q1	$2K	Buy	+50	New	+$1.57K	﹤0.01%	303
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	239
2020 Q2	$2K	Buy	+50	New	+$1.55K	﹤0.01%	239
2019 Q4	–	Sell	-50	Closed	-$2K	–	222
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	250
2019 Q2	$2K	Buy	+50	New	+$1.53K	﹤0.01%	266

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Elmwood Wealth Management's SPSB Position: Q2 2021 in Review

Elmwood Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2021 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Elmwood Wealth Management first reported a position in SPSB in Q2 2019 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

Elmwood Wealth Management held 50 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2K as of Q2 2021.
Elmwood Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2021.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #312 holding.
Elmwood Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.