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

Rappaport Reiches 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
2022 Q2	–	Sell	-7,347	Closed	-$221K	–	89
2022 Q1	$221K	Sell	7,347 -282	-4%	-$8.61K	0.12%	78
2021 Q4	$236K	Buy	7,629 +344	+5%	+$10.7K	0.2%	53
2021 Q3	$228K	Buy	7,285 +94	+1%	+$2.94K	0.23%	51
2021 Q2	$225K	Buy	+7,191	New	+$225K	0.24%	48

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Rappaport Reiches Capital Management's SPSB Position: Q2 2022 in Review

Rappaport Reiches Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 7,347 shares — an estimated $221K sold.

Rappaport Reiches Capital Management first reported a position in SPSB in Q2 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Rappaport Reiches Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Rappaport Reiches Capital Management sold 7,347 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $221K.
Rappaport Reiches Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Rappaport Reiches Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $236K in Q4 2021.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Rappaport Reiches Capital Management's 13F filing for Q2 2022, filed 23 Aug 2023.