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Princeton Portfolio Strategies Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Princeton Portfolio Strategies Group’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
2021
Q2 		$1.28M Buy
41,000
+8,000
+24% +$250K 0.25% 78
2021
Q1 		$1.03M Buy
33,000
+2,000
+6% +$62.7K 0.2% 93
2020
Q4 		$973K Buy
31,000
+14,000
+82% +$439K 0.19% 98
2020
Q3 		$533K Buy
17,000
+1,300
+8% +$40.8K 0.12% 113
2020
Q2 		$492K Buy
15,700
+6,700
+74% +$208K 0.12% 113
2020
Q1 		$272K Sell
9,000
-400
-4% -$12.2K 0.08% 124
2019
Q4 		$290K Sell
9,400
-100
-1% -$3.08K 0.07% 127
2019
Q3 		$293K Sell
9,500
-1,700
-15% -$52.3K 0.07% 126
2019
Q2 		$345K Sell
11,200
-1,000
-8% -$30.6K 0.09% 126
2019
Q1 		$373K Hold
12,200
– – 0.1% 123
2018
Q4 		$368K Sell
12,200
-4,500
-27% -$135K 0.11% 119
2018
Q3 		$504K Sell
16,700
-600
-3% -$18.1K 0.13% 117
2018
Q2 		$522K Sell
17,300
-500
-3% -$15.1K 0.15% 116
2018
Q1 		$538K Hold
17,800
– – 0.15% 116
2017
Q4 		$541K Hold
17,800
– – 0.15% 116
2017
Q3 		$546K Sell
17,800
-3,200
-15% -$98.1K 0.15% 124
2017
Q2 		$643K Sell
21,000
-1,050
-5% -$32.1K 0.18% 111
2017
Q1 		$675K Buy
+22,050
New +$674K 0.2% 106

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Princeton Portfolio Strategies Group's SPSB Position: Q2 2021 in Review

Princeton Portfolio Strategies Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 24% in Q2 2021, buying an estimated $250K and bringing the position to 41,000 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #78.

Princeton Portfolio Strategies Group first reported a position in SPSB in Q1 2017 and has held it in 18 quarters since. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

  • Princeton Portfolio Strategies Group held 41,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.28M as of Q2 2021.
  • Princeton Portfolio Strategies Group bought 8,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2021, an estimated $250K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.25% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #78 holding.
  • Princeton Portfolio Strategies Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 18 quarters since.
  • 457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.