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

Lucia Wealth Services’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 Q2	–	Sell	-10,956	Closed	-$331K	–	194
2020 Q1	$331K	Sell	10,956 -6,640	-38%	-$203K	0.11%	120
2019 Q4	$543K	Sell	17,596 -1,018	-5%	-$31.4K	0.17%	89
2019 Q3	$574K	Sell	18,614 -1,073	-5%	-$33K	0.19%	81
2019 Q2	$606K	Sell	19,687 -37,027	-65%	-$1.13M	0.21%	76
2019 Q1	$1.73M	Buy	56,714 +6,536	+13%	+$198K	0.59%	37
2018 Q4	$1.51M	Sell	50,178 -15,021	-23%	-$452K	0.71%	34
2018 Q3	$1.97M	Buy	+65,199	New	+$1.97M	0.61%	38

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HCC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lucia Wealth Services's SPSB Position: Q2 2020 in Review

Lucia Wealth Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2020, closing a stake of 10,956 shares — an estimated $331K sold.

Lucia Wealth Services first reported a position in SPSB in Q3 2018 and held it in 7 quarters. The position peaked at $1.97M in Q3 2018. 378 funds tracked by Wall St. Rank hold SPSB as of Q2 2020.

Lucia Wealth Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 10,956 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2020, an estimated $331K.
Lucia Wealth Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and held it in 7 quarters.
Lucia Wealth Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.97M in Q3 2018.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.