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Farmers & Merchants Investments Inc’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q1 		– Sell
-142
Closed -$4.17K – 1792
2022
Q4 		$4.17K Buy
+142
New +$4.16K ﹤0.01% 794

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Creative Planning
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farmers & Merchants Investments Inc's SPSB Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 142 shares — an estimated $4.17K sold.

Farmers & Merchants Investments Inc first reported a position in SPSB in Q4 2022 and held it in 1 quarter. The position peaked at $4.17K in Q4 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 142 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $4.17K.
  • Farmers & Merchants Investments Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.17K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.