New Potomac Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

New Potomac Partners’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 Q4	–	Sell	-600	Closed	-$19K	–	112
2020 Q3	$19K	Hold	600	–	–	0.02%	109
2020 Q2	$19K	Hold	600	–	–	0.02%	110
2020 Q1	$18K	Hold	600	–	–	0.02%	108
2019 Q4	$19K	Sell	600 -100	-14%	-$3.08K	0.02%	118
2019 Q3	$22K	Hold	700	–	–	0.02%	114
2019 Q2	$22K	Hold	700	–	–	0.02%	113
2019 Q1	$21K	Hold	700	–	–	0.02%	114
2018 Q4	$21K	Hold	700	–	–	0.02%	123
2018 Q3	$21K	Sell	700 -300	-30%	-$9.05K	0.02%	122
2018 Q2	$30K	Hold	1,000	–	–	0.03%	115
2018 Q1	$30K	Hold	1,000	–	–	0.03%	116
2017 Q4	$30K	Buy	+1,000	New	+$30.5K	0.03%	112

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Potomac Partners's SPSB Position: Q4 2020 in Review

New Potomac Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2020, closing a stake of 600 shares — an estimated $19K sold.

New Potomac Partners first reported a position in SPSB in Q4 2017 and held it in 12 quarters. The position peaked at $30K in Q2 2018. 424 funds tracked by Wall St. Rank hold SPSB as of Q4 2020.

New Potomac Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 600 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2020, an estimated $19K.
New Potomac Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
New Potomac Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $30K in Q2 2018.
424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.