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

Redwood Investment 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
2024
Q1 		– Sell
-11,510
Closed -$343K – 394
2023
Q4 		$343K Sell
11,510
-5,416
-32% -$159K 0.03% 306
2023
Q3 		$496K Buy
+16,926
New +$497K 0.04% 271

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Redwood Investment Management's SPSB Position: Q1 2024 in Review

Redwood Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 11,510 shares — an estimated $343K sold.

Redwood Investment Management first reported a position in SPSB in Q3 2023 and held it in 2 quarters. The position peaked at $496K in Q3 2023. 519 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • Redwood Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Redwood Investment Management sold 11,510 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $343K.
  • Redwood Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Redwood Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $496K in Q3 2023.
  • 519 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.