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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-4,210
Closed -$131K – 985
2021
Q3 		$131K Sell
4,210
-7,500
-64% -$235K 0.02% 218
2021
Q2 		$366K Buy
+11,710
New +$367K 0.04% 169

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SPSB Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2021, closing a stake of 4,210 shares — an estimated $131K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPSB in Q2 2021 and held it in 2 quarters. The position peaked at $366K in Q2 2021. 491 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4,210 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $131K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $366K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.