MidWestOne Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MidWestOne Financial Group’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	-11,916	Closed	-$369K	–	258
2021 Q4	$369K	Hold	11,916	–	–	0.08%	190
2021 Q3	$372K	Hold	11,916	–	–	0.09%	177
2021 Q2	$373K	Hold	11,916	–	–	0.09%	175
2021 Q1	$373K	Sell	11,916 -11,818	-50%	-$370K	0.09%	168
2020 Q4	$745K	Sell	23,734 -7,817	-25%	-$245K	0.2%	117
2020 Q3	$990K	Buy	+31,551	New	+$990K	0.33%	77
2020 Q2	–	Sell	-74,614	Closed	-$2.26M	–	180
2020 Q1	$2.26M	Sell	74,614 -30,100	-29%	-$920K	0.83%	14
2019 Q4	$3.23M	Buy	104,714 +5,927	+6%	+$183K	0.67%	11
2019 Q3	$3.05M	Sell	98,787 -13,657	-12%	-$420K	0.94%	10
2019 Q2	$3.46M	Buy	+112,444	New	+$3.44M	0.95%	11

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

MidWestOne Financial Group's SPSB Position: Q1 2022 in Review

MidWestOne Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 11,916 shares — an estimated $369K sold.

MidWestOne Financial Group first reported a position in SPSB in Q2 2019 and held it in 10 quarters. The position peaked at $3.46M in Q2 2019. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

MidWestOne Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
MidWestOne Financial Group sold 11,916 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $369K.
MidWestOne Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 10 quarters.
MidWestOne Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.46M in Q2 2019.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on MidWestOne Financial Group's 13F filing for Q1 2022, filed 17 May 2022.