RWA
SPSB icon

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return