Ropes Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-3,152	Closed	-$99K	–	710
2020 Q4	$99K	Sell	3,152 -539	-15%	-$16.9K	0.02%	314
2020 Q3	$116K	Sell	3,691 -144	-4%	-$4.52K	0.02%	255
2020 Q2	$120K	Sell	3,835 -415	-10%	-$12.9K	0.02%	240
2020 Q1	$129K	Buy	4,250 +680	+19%	+$20.8K	0.03%	209
2019 Q4	$110K	Sell	3,570 -360	-9%	-$11.1K	0.02%	264
2019 Q3	$121K	Buy	3,930 +1,080	+38%	+$33.2K	0.03%	263
2019 Q2	$88K	Buy	+2,850	New	+$87.1K	0.02%	286

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Ropes Wealth Advisors's SPSB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2021, closing a stake of 3,152 shares — an estimated $99K sold.

Ropes Wealth Advisors first reported a position in SPSB in Q2 2019 and held it in 7 quarters. The position peaked at $129K in Q1 2020. 445 funds tracked by Wall St. Rank hold SPSB as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 3,152 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2021, an estimated $99K.
Ropes Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
Ropes Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $129K in Q1 2020.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.