FSB Premier Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

FSB Premier Wealth 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
2022 Q1	–	Sell	-25,903	Closed	-$802K	–	450
2021 Q4	$802K	Buy	25,903 +349	+1%	+$10.8K	0.33%	53
2021 Q3	$798K	Buy	25,554 +2,690	+12%	+$84.1K	0.4%	44
2021 Q2	$715K	Sell	22,864 -668	-3%	-$20.9K	0.37%	48
2021 Q1	$736K	Buy	23,532 +5,991	+34%	+$188K	0.4%	49
2020 Q4	$550K	Buy	+17,541	New	+$550K	0.29%	64

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FSB Premier Wealth Management's SPSB Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 25,903 shares — an estimated $802K sold.

FSB Premier Wealth Management first reported a position in SPSB in Q4 2020 and held it in 5 quarters. The position peaked at $802K in Q4 2021. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

FSB Premier Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
FSB Premier Wealth Management sold 25,903 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $802K.
FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
FSB Premier Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $802K in Q4 2021.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.