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

Firestone Capital Management’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	–	Sell	-5,075	Closed	-$159K	–	402
2021 Q3	$159K	Hold	5,075	–	–	0.05%	132
2021 Q2	$159K	Hold	5,075	–	–	0.06%	129
2021 Q1	$159K	Hold	5,075	–	–	0.06%	128
2020 Q4	$159K	Hold	5,075	–	–	0.06%	121
2020 Q3	$159K	Hold	5,075	–	–	0.07%	104
2020 Q2	$159K	Hold	5,075	–	–	0.07%	99
2020 Q1	$154K	Sell	5,075 -200	-4%	-$6.11K	0.08%	92
2019 Q4	$163K	Buy	+5,275	New	+$163K	0.07%	111

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 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

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

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return