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

Financial Management Concepts’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
Q4 		$430K Buy
13,826
+2,511
+22% +$78K 0.31% 25
2021
Q3 		$354K Buy
11,315
+567
+5% +$17.7K 0.28% 23
2021
Q2 		$337K Buy
10,748
+903
+9% +$28.3K 0.27% 23
2021
Q1 		$307K Buy
9,845
+178
+2% +$5.58K 0.28% 22
2020
Q4 		$304K Buy
+9,667
New +$303K 0.29% 18

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Management Concepts's SPSB Position: Q4 2021 in Review

Financial Management Concepts increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 22% in Q4 2021, buying an estimated $78K and bringing the position to 13,826 shares worth $430K. The position accounts for 0.31% of the portfolio, ranked #25.

Financial Management Concepts first reported a position in SPSB in Q4 2020 and has held it in 5 quarters since. 491 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

  • Financial Management Concepts held 13,826 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $430K as of Q4 2021.
  • Financial Management Concepts bought 2,511 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $78K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.31% of Financial Management Concepts's portfolio in Q4 2021, its #25 holding.
  • Financial Management Concepts first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.