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

Salem Investment Counselors’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
Q3 		– Sell
-2,700
Closed -$85K – 1017
2021
Q2 		$85K Hold
2,700
– – ﹤0.01% 411
2021
Q1 		$85K Hold
2,700
– – 0.01% 381
2020
Q4 		$85K Hold
2,700
– – 0.01% 369
2020
Q3 		$85K Hold
2,700
– – 0.01% 328
2020
Q2 		$85K Hold
2,700
– – 0.01% 316
2020
Q1 		$82K Sell
2,700
-800
-23% -$24.5K 0.01% 293
2019
Q4 		$108K Hold
3,500
– – 0.01% 297
2019
Q3 		$108K Hold
3,500
– – 0.01% 291
2019
Q2 		$108K Buy
+3,500
New +$107K 0.01% 293
2017
Q2 		– Sell
-1,600
Closed -$49K – 747
2017
Q1 		$49K Hold
1,600
– – 0.01% 389
2016
Q4 		$49K Buy
+1,600
New +$48.9K 0.01% 363

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Salem Investment Counselors's SPSB Position: Q3 2021 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 2,700 shares — an estimated $85K sold.

Salem Investment Counselors first reported a position in SPSB in Q4 2016 and held it in 11 quarters. The position peaked at $108K in Q4 2019. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

  • Salem Investment Counselors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 2,700 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $85K.
  • Salem Investment Counselors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and held it in 11 quarters.
  • Salem Investment Counselors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $108K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Salem Investment Counselors's 13F filing for Q3 2021, filed 15 Nov 2021.