MBT
SPSB icon

Montecito Bank & Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Montecito Bank & Trust’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
Q2 		– Sell
-8,566
Closed -$258K – 264
2022
Q1 		$258K Buy
+8,566
New +$261K 0.05% 241

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montecito Bank & Trust's SPSB Position: Q2 2022 in Review

Montecito Bank & Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 8,566 shares — an estimated $258K sold.

Montecito Bank & Trust first reported a position in SPSB in Q1 2022 and held it in 1 quarter. The position peaked at $258K in Q1 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

  • Montecito Bank & Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Montecito Bank & Trust sold 8,566 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $258K.
  • Montecito Bank & Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Montecito Bank & Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $258K in Q1 2022.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Montecito Bank & Trust's 13F filing for Q2 2022, filed 1 Aug 2022.