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

Financial Sense 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 Q3	–	Sell	-32,959	Closed	-$1.03M	–	119
2021 Q2	$1.03M	Buy	32,959 +955	+3%	+$29.9K	0.33%	55
2021 Q1	$1M	Sell	32,004 -2,544	-7%	-$79.7K	0.34%	51
2020 Q4	$1.08M	Sell	34,548 -233,678	-87%	-$7.33M	0.39%	47
2020 Q3	$8.41M	Sell	268,226 -31,021	-10%	-$973K	3.35%	7
2020 Q2	$9.38M	Buy	299,247 +6,120	+2%	+$190K	3.35%	9
2020 Q1	$8.87M	Buy	293,127 +163,699	+126%	+$5M	3.98%	6
2019 Q4	$3.99M	Buy	+129,428	New	+$3.99M	1.47%	16

Other funds holding SPSB

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Financial Sense Advisors's SPSB Position: Q3 2021 in Review

Financial Sense Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 32,959 shares — an estimated $1.03M sold.

Financial Sense Advisors first reported a position in SPSB in Q4 2019 and held it in 7 quarters. The position peaked at $9.38M in Q2 2020. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Financial Sense Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Financial Sense Advisors sold 32,959 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $1.03M.
Financial Sense Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Financial Sense Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9.38M in Q2 2020.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Financial Sense Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.