M Financial Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

M Financial Asset 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
2023 Q1	–	Sell	-25	Closed	-$1K	–	17
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	18
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	18
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	19
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	18
2021 Q4	$1K	Buy	+25	New	+$777	﹤0.01%	19
2020 Q3	–	Sell	-57	Closed	-$2K	–	15
2020 Q2	$2K	Buy	+57	New	+$1.77K	0.02%	8

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M Financial Asset Management's SPSB Position: Q1 2023 in Review

M Financial Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 25 shares — an estimated $1K sold.

M Financial Asset Management first reported a position in SPSB in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

M Financial Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
M Financial Asset Management sold 25 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $1K.
M Financial Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
M Financial Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2K in Q2 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on M Financial Asset Management's 13F filing for Q1 2023, filed 16 May 2023.