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

Parsec Financial 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
2023
Q1 		$244K Hold
8,234
– – 0.01% 271
2022
Q4 		$242K Buy
+8,234
New +$241K 0.01% 271

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parsec Financial Management's SPSB Position: Q1 2023 in Review

Parsec Financial Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2023 at 8,234 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #271.

Parsec Financial Management first reported a position in SPSB in Q4 2022 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

  • Parsec Financial Management held 8,234 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $244K as of Q1 2023.
  • Parsec Financial Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2023.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #271 holding.
  • Parsec Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.