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

FinTrust Capital 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
2024
Q2 		– Sell
-37
Closed -$1.1K – 1416
2024
Q1 		$1.1K Sell
37
-247
-87% -$7.35K ﹤0.01% 1158
2023
Q4 		$8.46K Hold
284
– – ﹤0.01% 861
2023
Q3 		$8.33K Sell
284
-283
-50% -$8.31K ﹤0.01% 812
2023
Q2 		$16.7K Hold
567
– – ﹤0.01% 685
2023
Q1 		$16.7K Hold
567
– – ﹤0.01% 683
2022
Q4 		$16.7K Buy
567
+2
+0.4% +$59 ﹤0.01% 680
2022
Q3 		$16K Buy
565
+1
+0.2% +$30 ﹤0.01% 773
2022
Q2 		$16K Buy
564
+39
+7% +$1.17K ﹤0.01% 780
2022
Q1 		$15K Hold
525
– – ﹤0.01% 831
2021
Q4 		$17K Buy
525
+1
+0.2% +$31 ﹤0.01% 789
2021
Q3 		$17K Buy
524
+1
+0.2% +$31 ﹤0.01% 784
2021
Q2 		$17K Buy
523
+1
+0.2% +$31 ﹤0.01% 800
2021
Q1 		$17K Hold
522
– – ﹤0.01% 760
2020
Q4 		$17K Buy
522
+2
+0.4% +$63 0.01% 717
2020
Q3 		$17K Buy
520
+1
+0.2% +$31 ﹤0.01% 696
2020
Q2 		$17K Sell
519
-3,406
-87% -$106K 0.01% 655
2020
Q1 		$118K Buy
3,925
+15
+0.4% +$459 0.06% 264
2019
Q4 		$121K Sell
3,910
-3,361
-46% -$104K 0.05% 297
2019
Q3 		$225K Buy
7,271
+50
+0.7% +$1.54K 0.08% 196
2019
Q2 		$223K Buy
7,221
+297
+4% +$9.07K 0.09% 176
2019
Q1 		$212K Buy
6,924
+33
+0.5% +$1K 0.09% 179
2018
Q4 		$208K Buy
+6,891
New +$207K 0.1% 174

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FinTrust Capital Advisors's SPSB Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 37 shares — an estimated $1.1K sold.

FinTrust Capital Advisors first reported a position in SPSB in Q4 2018 and held it in 22 quarters. The position peaked at $225K in Q3 2019. 530 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

  • FinTrust Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 37 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $1.1K.
  • FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 22 quarters.
  • FinTrust Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $225K in Q3 2019.
  • 530 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.