Murray Stahl’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Murray Stahl’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	-24,000	Closed	-$705K	–	348
2022 Q4	$705K	Hold	24,000	–	–	0.01%	184
2022 Q3	$701K	Hold	24,000	–	–	0.01%	178
2022 Q2	$714K	Hold	24,000	–	–	0.01%	185
2022 Q1	$723K	Hold	24,000	–	–	0.01%	203
2021 Q4	$743K	Hold	24,000	–	–	0.02%	205
2021 Q3	$750K	Hold	24,000	–	–	0.02%	206
2021 Q2	$751K	Hold	24,000	–	–	0.02%	207
2021 Q1	$751K	Hold	24,000	–	–	0.02%	207
2020 Q4	$754K	Hold	24,000	–	–	0.03%	199
2020 Q3	$753K	Hold	24,000	–	–	0.03%	195
2020 Q2	$752K	Hold	24,000	–	–	0.03%	190
2020 Q1	$726K	Hold	24,000	–	–	0.03%	167
2019 Q4	$740K	Hold	24,000	–	–	0.02%	202
2019 Q3	$740K	Hold	24,000	–	–	0.02%	206
2019 Q2	$739K	Hold	24,000	–	–	0.02%	214
2019 Q1	$733K	Buy	+24,000	New	+$728K	0.02%	215

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

Murray Stahl's SPSB Position: Q1 2023 in Review

Murray Stahl sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 24,000 shares — an estimated $705K sold.

Murray Stahl first reported a position in SPSB in Q1 2019 and held it in 16 quarters. The position peaked at $754K in Q4 2020. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Murray Stahl reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Murray Stahl sold 24,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $705K.
Murray Stahl first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and held it in 16 quarters.
Murray Stahl's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $754K in Q4 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2023, filed 12 May 2023.