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New England Investment & Retirement Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

New England Investment & Retirement 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
2020
Q2 		– Sell
-3,105
Closed -$94K – 186
2020
Q1 		$94K Buy
+3,105
New +$94.9K 0.04% 66

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Investment & Retirement Group's SPSB Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2020, closing a stake of 3,105 shares — an estimated $94K sold.

New England Investment & Retirement Group first reported a position in SPSB in Q1 2020 and held it in 1 quarter. The position peaked at $94K in Q1 2020. 378 funds tracked by Wall St. Rank hold SPSB as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 3,105 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2020, an estimated $94K.
  • New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $94K in Q1 2020.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.