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

Filbrandt 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
2020
Q4 		– Sell
-349
Closed -$11K – 183
2020
Q3 		$11K Buy
+349
New +$10.9K 0.01% 128

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Filbrandt Wealth Management's SPSB Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2020, closing a stake of 349 shares — an estimated $11K sold.

Filbrandt Wealth Management first reported a position in SPSB in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 424 funds tracked by Wall St. Rank hold SPSB as of Q4 2020.

  • Filbrandt Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 349 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2020, an estimated $11K.
  • Filbrandt Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11K in Q3 2020.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.