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

Pacifica 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
2024 Q1	–	Sell	-138	Closed	-$4.08K	–	550
2023 Q4	$4.08K	Hold	138	–	–	﹤0.01%	442
2023 Q3	$4.03K	Hold	138	–	–	﹤0.01%	428
2023 Q2	$4.04K	Buy	+138	New	+$4.07K	﹤0.01%	384
2022 Q3	–	Sell	-60	Closed	-$2K	–	507
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	449
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	446
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	444
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	448
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	438
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	382
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	352
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	318
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	344
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	335
2019 Q4	$2K	Buy	+60	New	+$1.85K	﹤0.01%	337

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

Pacifica Partners's SPSB Position: Q1 2024 in Review

Pacifica Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 138 shares — an estimated $4.08K sold.

Pacifica Partners first reported a position in SPSB in Q4 2019 and held it in 14 quarters. The position peaked at $4.08K in Q4 2023. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Pacifica Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Pacifica Partners sold 138 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $4.08K.
Pacifica Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Pacifica Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.08K in Q4 2023.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.