Little House Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Little House Capital’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
2022 Q1	–	Sell	-69,246	Closed	-$2.15M	–	149
2021 Q4	$2.15M	Buy	69,246 +1,641	+2%	+$51K	1.13%	25
2021 Q3	$2.11M	Buy	67,605 +541	+0.8%	+$16.9K	1.24%	25
2021 Q2	$2.1M	Sell	67,064 -183,815	-73%	-$5.76M	1.13%	28
2021 Q1	$7.86M	Buy	+250,879	New	+$7.86M	2.78%	10

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 $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Little House Capital's SPSB Position: Q1 2022 in Review

Little House Capital sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 69,246 shares — an estimated $2.15M sold.

Little House Capital first reported a position in SPSB in Q1 2021 and held it in 4 quarters. The position peaked at $7.86M in Q1 2021. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

Little House Capital reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Little House Capital sold 69,246 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $2.15M.
Little House Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Little House Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.86M in Q1 2021.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.