GoalVest Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,439
Closed -$345K 512
2022
Q1
$345K Buy
+11,439
New +$349K 0.19% 99
2021
Q2
$465K Buy
+14,856
New +$465K 0.29% 88

Other funds holding SPSB

GoalVest Advisory's SPSB Position: Q2 2022 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 11,439 shares — an estimated $345K sold.

GoalVest Advisory first reported a position in SPSB in Q2 2021 and held it in 2 quarters. The position peaked at $465K in Q2 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

  • GoalVest Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 11,439 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $345K.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • GoalVest Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $465K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.