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EK
Evensky & Katz’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
Evensky & Katz’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
2020
Q4
–
Sell
-17,671
Closed
-$554K
–
81
2020
Q3
$554K
Sell
17,671
-108
-0.6%
-$3.39K
0.08%
50
2020
Q2
$557K
Sell
17,779
-2,050
-10%
-$63.5K
0.08%
50
2020
Q1
$600K
Sell
19,829
-169
-0.8%
-$5.17K
0.09%
51
2019
Q4
$616K
Buy
19,998
+295
+1%
+$9.1K
0.09%
48
2019
Q3
$608K
Buy
19,703
+5,886
+43%
+$181K
0.08%
60
2019
Q2
$425K
Buy
13,817
+8,573
+163%
+$262K
0.06%
64
2019
Q1
$160K
Sell
5,244
-105
-2%
-$3.19K
0.02%
81
2018
Q4
$161K
Sell
5,349
-238
-4%
-$7.16K
0.03%
57
2018
Q3
$168K
Buy
5,587
+1,809
+48%
+$54.6K
0.02%
47
2018
Q2
$113K
Sell
3,778
-256
-6%
-$7.72K
0.02%
46
2018
Q1
$121K
Buy
+4,034
New
+$122K
0.02%
44
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TF
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$27.6B AUM
14.26%
1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
FRBONY
Federal Reserve Bank of New York
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$5.06B AUM
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Janney Montgomery Scott
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$40.4B AUM
21.2%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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