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

Financial Engines 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
2021 Q2	–	Sell	-9,598	Closed	-$301K	–	257
2021 Q1	$301K	Buy	+9,598	New	+$301K	﹤0.01%	207
2018 Q4	–	Sell	-148	Closed	-$4K	–	171
2018 Q3	$4K	Hold	148	–	–	﹤0.01%	127
2018 Q2	$4K	Buy	148 +79	+114%	+$2.38K	﹤0.01%	115
2018 Q1	$2K	Buy	+69	New	+$2.09K	﹤0.01%	121

Other funds holding SPSB

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Financial Engines Advisors's SPSB Position: Q2 2021 in Review

Financial Engines Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2021, closing a stake of 9,598 shares — an estimated $301K sold.

Financial Engines Advisors first reported a position in SPSB in Q1 2018 and held it in 4 quarters. The position peaked at $301K in Q1 2021. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

Financial Engines Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Financial Engines Advisors sold 9,598 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2021, an estimated $301K.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 4 quarters.
Financial Engines Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $301K in Q1 2021.
457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Financial Engines Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.