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

Freedman Financial Associates’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 Q2	–	Sell	-394	Closed	-$12K	–	359
2022 Q1	$12K	Hold	394	–	–	0.01%	346
2021 Q4	$12K	Hold	394	–	–	0.01%	331
2021 Q3	$12K	Hold	394	–	–	0.01%	336
2021 Q2	$12K	Hold	394	–	–	0.01%	333
2021 Q1	$12K	Hold	394	–	–	0.01%	340
2020 Q4	$12K	Buy	+394	New	+$12.4K	0.01%	340

Other funds holding SPSB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Freedman Financial Associates's SPSB Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 394 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in SPSB in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 394 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $12K.
Freedman Financial Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12K in Q1 2022.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.