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

Financial Management Network’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	-7,087	Closed	-$209K	–	135
2022 Q4	$209K	Sell	7,087 -2,050	-22%	-$60K	0.09%	128
2022 Q3	$268K	Buy	9,137 +1,793	+24%	+$53.2K	0.13%	115
2022 Q2	$218K	Buy	+7,344	New	+$219K	0.12%	118
2022 Q1	–	Sell	-14,099	Closed	-$436K	–	134
2021 Q4	$436K	Buy	+14,099	New	+$438K	0.2%	88
2021 Q3	–	Sell	-16,979	Closed	-$531K	–	130
2021 Q2	$531K	Sell	16,979 -2,155	-11%	-$67.5K	0.27%	74
2021 Q1	$599K	Buy	19,134 +5,313	+38%	+$167K	0.31%	69
2020 Q4	$434K	Buy	+13,821	New	+$434K	0.27%	71

Other funds holding SPSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Management Network's SPSB Position: Q1 2023 in Review

Financial Management Network sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 7,087 shares — an estimated $209K sold.

Financial Management Network first reported a position in SPSB in Q4 2020 and held it in 7 quarters. The position peaked at $599K in Q1 2021. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Financial Management Network reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Financial Management Network sold 7,087 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $209K.
Financial Management Network first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Financial Management Network's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $599K in Q1 2021.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Financial Management Network's 13F filing for Q1 2023, filed 21 Apr 2023.