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

San Luis 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
2020 Q4	$314K	Buy	+10,000	New	+$314K	0.2%	110

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's SPSB Position: Q4 2020 in Review

San Luis Wealth Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2020: 10,000 shares worth $314K. The stake represents 0.2% of the portfolio and ranks #110 among its holdings.

424 funds tracked by Wall St. Rank hold SPSB as of Q4 2020.

San Luis Wealth Advisors held 10,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $314K as of Q4 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new San Luis Wealth Advisors position in Q4 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.2% of San Luis Wealth Advisors's portfolio in Q4 2020, its #110 holding.
424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2020.

Based on San Luis Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.