Peoples Bank (Ohio)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Peoples Bank (Ohio)’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 Q2	–	Sell	-8,287	Closed	-$246K	–	124
2023 Q1	$246K	Buy	8,287 +287	+4%	+$8.47K	0.16%	100
2022 Q4	$235K	Sell	8,000 -20,008	-71%	-$586K	0.15%	107
2022 Q3	$818K	Hold	28,008	–	–	0.55%	37
2022 Q2	$833K	Hold	28,008	–	–	0.51%	38
2022 Q1	$844K	Buy	28,008 +8,000	+40%	+$244K	0.42%	46
2021 Q4	$620K	Buy	+20,008	New	+$621K	0.31%	59

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peoples Bank (Ohio)'s SPSB Position: Q2 2023 in Review

Peoples Bank (Ohio) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2023, closing a stake of 8,287 shares — an estimated $246K sold.

Peoples Bank (Ohio) first reported a position in SPSB in Q4 2021 and held it in 6 quarters. The position peaked at $844K in Q1 2022. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Peoples Bank (Ohio) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Peoples Bank (Ohio) sold 8,287 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $246K.
Peoples Bank (Ohio) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Peoples Bank (Ohio)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $844K in Q1 2022.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Peoples Bank (Ohio)'s 13F filing for Q2 2023, filed 28 Jul 2023.