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

Mid Atlantic Financial 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
2021 Q3	$3.09M	Buy	98,863 +9,192	+10%	+$287K	0.21%	108
2021 Q2	$2.81M	Buy	89,671 +3,451	+4%	+$108K	0.19%	113
2021 Q1	$2.7M	Buy	86,220 +10,398	+14%	+$326K	0.2%	113
2020 Q4	$2.38M	Hold	75,822	–	–	0.18%	118
2020 Q3	$2.38M	Buy	75,822 +13,340	+21%	+$419K	0.21%	109
2020 Q2	$1.96M	Buy	62,482 +4,193	+7%	+$130K	0.19%	112
2020 Q1	$1.76M	Sell	58,289 -5,365	-8%	-$164K	0.2%	105
2019 Q4	$1.96M	Buy	63,654 +590	+0.9%	+$18.2K	0.18%	118
2019 Q3	$1.95M	Buy	63,064 +2,850	+5%	+$87.7K	0.21%	98
2019 Q2	$1.85M	Buy	60,214 +2,685	+5%	+$82K	0.19%	110
2019 Q1	$1.76M	Sell	57,529 -1	-0%	-$30	0.19%	107
2018 Q4	$1.73M	Buy	+57,530	New	+$1.73M	0.22%	106

Other funds holding SPSB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCC

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

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

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

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

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

Mid Atlantic Financial Management's SPSB Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q3 2021, buying an estimated $287K and bringing the position to 98,863 shares worth $3.09M. The position accounts for 0.21% of the portfolio, ranked #108.

Mid Atlantic Financial Management first reported a position in SPSB in Q4 2018 and has held it in 12 quarters since. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Mid Atlantic Financial Management held 98,863 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.09M as of Q3 2021.
Mid Atlantic Financial Management bought 9,192 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $287K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #108 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 12 quarters since.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.