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

FourThought Financial’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
2022 Q3	$102K	Hold	3,500	–	–	0.02%	430
2022 Q2	$104K	Hold	3,500	–	–	0.02%	426
2022 Q1	$105K	Hold	3,500	–	–	0.01%	468
2021 Q4	$108K	Hold	3,500	–	–	0.01%	466
2021 Q3	$109K	Hold	3,500	–	–	0.01%	470
2021 Q2	$109K	Hold	3,500	–	–	0.01%	474
2021 Q1	$109K	Hold	3,500	–	–	0.02%	471
2020 Q4	$109K	Buy	+3,500	New	+$110K	0.02%	462

Other funds holding SPSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

FourThought Financial's SPSB Position: Q3 2022 in Review

FourThought Financial held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2022 at 3,500 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #430.

FourThought Financial first reported a position in SPSB in Q4 2020 and has held it in 8 quarters since. The position peaked at $109K in Q3 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

FourThought Financial held 3,500 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $102K as of Q3 2022.
FourThought Financial left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #430 holding.
FourThought Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $109K in Q3 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.