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

RiverFront Investment 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
2024
Q1 		– Sell
-2,213,786
Closed -$65.9M – 139
2023
Q4 		$65.9M Sell
2,213,786
-44,924
-2% -$1.32M 2.07% 15
2023
Q3 		$66.2M Sell
2,258,710
-102,790
-4% -$3.02M 2.35% 12
2023
Q2 		$69.5M Buy
2,361,500
+10,859
+0.5% +$321K 2.27% 13
2023
Q1 		$69.6M Buy
2,350,641
+48,423
+2% +$1.43M 2.46% 12
2022
Q4 		$5.23M Sell
2,302,218
-43,140
-2% -$1.26M 1.19% 26
2022
Q3 		$68.3M Buy
2,345,358
+2,326,046
+12,045% +$69.1M 2.56% 14
2022
Q2 		$574K Sell
19,312
-858
-4% -$25.6K 0.02% 80
2022
Q1 		$608K Sell
20,170
-2,913
-13% -$88.9K 0.02% 82
2021
Q4 		$714K Buy
23,083
+1,879
+9% +$58.4K 0.02% 70
2021
Q3 		$663K Sell
21,204
-297,789
-93% -$9.31M 0.02% 63
2021
Q2 		$9.98M Sell
318,993
-38,312
-11% -$1.2M 0.2% 53
2021
Q1 		$11.2M Sell
357,305
-2,667
-0.7% -$83.6K 0.24% 53
2020
Q4 		$11.3M Buy
359,972
+15,080
+4% +$473K 0.25% 51
2020
Q3 		$10.8M Buy
344,892
+21,789
+7% +$684K 0.26% 44
2020
Q2 		$10.1M Buy
323,103
+41,821
+15% +$1.3M 0.25% 44
2020
Q1 		$8.51M Sell
281,282
-824,077
-75% -$25.2M 0.33% 40
2019
Q4 		$34.1M Sell
1,105,359
-7,607
-0.7% -$235K 0.82% 31
2019
Q3 		$34.3M Buy
1,112,966
+4,221
+0.4% +$130K 0.85% 29
2019
Q2 		$34.1M Sell
1,108,745
-16,094
-1% -$492K 0.86% 32
2019
Q1 		$34.4M Buy
+1,124,839
New +$34.1M 0.85% 32
2016
Q1 		– Sell
-1,270,103
Closed -$38.6M – 68
2015
Q4 		$38.6M Buy
1,270,103
+19,139
+2% +$584K 1.12% 26
2015
Q3 		$38.2M Sell
1,250,964
-603,677
-33% -$18.4M 1.1% 28
2015
Q2 		$56.8M Sell
1,854,641
-5,318,975
-74% -$163M 1.56% 20
2015
Q1 		$221M Buy
7,173,616
+4,439,581
+162% +$136M 6.19% 4
2014
Q4 		$83.6M Sell
2,734,035
-460,702
-14% -$14.1M 2.54% 9
2014
Q3 		$98M Buy
3,194,737
+104,009
+3% +$3.2M 2.43% 13
2014
Q2 		$95.2M Buy
3,090,728
+81,444
+3% +$2.51M 2.36% 15
2014
Q1 		$92.6M Buy
+3,009,284
New +$92.5M 2.46% 15

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

RiverFront Investment Group's SPSB Position: Q1 2024 in Review

RiverFront Investment Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 2,213,786 shares — an estimated $65.9M sold.

RiverFront Investment Group first reported a position in SPSB in Q1 2014 and held it in 28 quarters. The position peaked at $221M in Q1 2015. 519 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • RiverFront Investment Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • RiverFront Investment Group sold 2,213,786 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $65.9M.
  • RiverFront Investment Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 28 quarters.
  • RiverFront Investment Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $221M in Q1 2015.
  • 519 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on RiverFront Investment Group's 13F filing for Q1 2024, filed 2 May 2024.