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

Jackson 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 Q1	–	Sell	-102,136	Closed	-$3.16M	–	158
2019 Q4	$3.16M	Buy	102,136 +6,027	+6%	+$186K	0.52%	56
2019 Q3	$2.97M	Sell	96,109 -148,590	-61%	-$4.57M	0.62%	47
2019 Q2	$7.51M	Sell	244,699 -6,720	-3%	-$205K	1.63%	14
2019 Q1	$7.68M	Sell	251,419 -95,641	-28%	-$2.9M	1.88%	13
2018 Q4	$10.5M	Buy	347,060 +42,137	+14%	+$1.27M	3.14%	7
2018 Q3	$9.2M	Sell	304,923 -11,572	-4%	-$349K	1.94%	13
2018 Q2	$9.55M	Buy	316,495 +156,410	+98%	+$4.72M	2.22%	12
2018 Q1	$4.83M	Buy	160,085 +27,841	+21%	+$843K	1.35%	22
2017 Q4	$4.02M	Buy	+132,244	New	+$4.04M	1.02%	28

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's SPSB Position: Q1 2020 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2020, closing a stake of 102,136 shares — an estimated $3.16M sold.

Jackson Wealth Management first reported a position in SPSB in Q4 2017 and held it in 9 quarters. The position peaked at $10.5M in Q4 2018. 364 funds tracked by Wall St. Rank hold SPSB as of Q1 2020.

Jackson Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 102,136 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2020, an estimated $3.16M.
Jackson Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Jackson Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.5M in Q4 2018.
364 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.