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Next Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Next Capital Management’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
2019
Q4 		– Sell
-914
Closed -$28K – 197
2019
Q3 		$28K Buy
+914
New +$28.1K 0.02% 173

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Capital Management's SPSB Position: Q4 2019 in Review

Next Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2019, closing a stake of 914 shares — an estimated $28K sold.

Next Capital Management first reported a position in SPSB in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 382 funds tracked by Wall St. Rank hold SPSB as of Q4 2019.

  • Next Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 914 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2019, an estimated $28K.
  • Next Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Next Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $28K in Q3 2019.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.