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

Frisch Financial Group’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
2019
Q1 		– Sell
-9,559
Closed -$288K – 110
2018
Q4 		$288K Buy
+9,559
New +$287K 0.2% 68

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frisch Financial Group's SPSB Position: Q1 2019 in Review

Frisch Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2019, closing a stake of 9,559 shares — an estimated $288K sold.

Frisch Financial Group first reported a position in SPSB in Q4 2018 and held it in 1 quarter. The position peaked at $288K in Q4 2018. 326 funds tracked by Wall St. Rank hold SPSB as of Q1 2019.

  • Frisch Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Frisch Financial Group sold 9,559 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2019, an estimated $288K.
  • Frisch Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Frisch Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $288K in Q4 2018.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2019.

Based on Frisch Financial Group's 13F filing for Q1 2019, filed 6 May 2019.