Joseph P. Lucia & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Joseph P. Lucia & Associates’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	-160	Closed	-$5K	–	494
2021 Q3	$5K	Hold	160	–	–	﹤0.01%	443
2021 Q2	$5K	Hold	160	–	–	﹤0.01%	446
2021 Q1	$5K	Hold	160	–	–	﹤0.01%	429
2020 Q4	$5K	Buy	+160	New	+$5.02K	﹤0.01%	394

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Joseph P. Lucia & Associates's SPSB Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2021, closing a stake of 160 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in SPSB in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 490 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 160 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $5K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Joseph P. Lucia & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5K in Q3 2021.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.