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

Evolution 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
2020
Q1 		– Sell
-711
Closed -$22K – 606
2019
Q4 		$22K Buy
+711
New +$21.9K 0.01% 218

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Advisors's SPSB Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2020, closing a stake of 711 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in SPSB in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 364 funds tracked by Wall St. Rank hold SPSB as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 711 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2020, an estimated $22K.
  • Evolution Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $22K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.