IFWM
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Institute for Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Institute for 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
2020
Q3 		– Sell
-7,326
Closed -$230K – 444
2020
Q2 		$230K Buy
+7,326
New +$227K 0.06% 371
2020
Q1 		– Sell
-3,063
Closed -$94K – 644
2019
Q4 		$94K Buy
+3,063
New +$94.4K 0.02% 478

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's SPSB Position: Q3 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2020, closing a stake of 7,326 shares — an estimated $230K sold.

Institute for Wealth Management first reported a position in SPSB in Q4 2019 and held it in 2 quarters. The position peaked at $230K in Q2 2020. 381 funds tracked by Wall St. Rank hold SPSB as of Q3 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 7,326 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2020, an estimated $230K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Institute for Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $230K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.