Fiduciary Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Fiduciary Trust’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
2024 Q1	–	Sell	-8,388	Closed	-$250K	–	652
2023 Q4	$250K	Buy	+8,388	New	+$247K	﹤0.01%	570
2023 Q2	–	Sell	-10,293	Closed	-$305K	–	635
2023 Q1	$305K	Sell	10,293 -45	-0.4%	-$1.33K	0.01%	534
2022 Q4	$304K	Sell	10,338 -280	-3%	-$8.2K	0.01%	531
2022 Q3	$310K	Buy	10,618 +385	+4%	+$11.4K	0.01%	520
2022 Q2	$304K	Sell	10,233 -91	-0.9%	-$2.72K	0.01%	539
2022 Q1	$311K	Sell	10,324 -165	-2%	-$5.04K	0.01%	559
2021 Q4	$325K	Sell	10,489 -255	-2%	-$7.92K	0.01%	549
2021 Q3	$336K	Buy	10,744 +3,043	+40%	+$95.2K	0.01%	544
2021 Q2	$241K	Buy	+7,701	New	+$241K	﹤0.01%	588

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Fiduciary Trust's SPSB Position: Q1 2024 in Review

Fiduciary Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 8,388 shares — an estimated $250K sold.

Fiduciary Trust first reported a position in SPSB in Q2 2021 and held it in 9 quarters. The position peaked at $336K in Q3 2021. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Fiduciary Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Fiduciary Trust sold 8,388 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $250K.
Fiduciary Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 9 quarters.
Fiduciary Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $336K in Q3 2021.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Fiduciary Trust's 13F filing for Q1 2024, filed 14 May 2024.