Sargent Bickham Lagudis’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sargent Bickham Lagudis’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	-901	Closed	-$28K	–	984
2021 Q2	$28K	Buy	+901	New	+$28.2K	﹤0.01%	562
2017 Q4	–	Sell	-1,135	Closed	-$35K	–	826
2017 Q3	$35K	Hold	1,135	–	–	﹤0.01%	425
2017 Q2	$35K	Hold	1,135	–	–	﹤0.01%	411
2017 Q1	$35K	Hold	1,135	–	–	﹤0.01%	413
2016 Q4	$35K	Hold	1,135	–	–	0.01%	390
2016 Q3	$35	Sell	1,135 -851	-43%	-$26.2K	0.01%	403
2016 Q2	$61K	Hold	1,986	–	–	0.01%	314
2016 Q1	$61K	Buy	+1,986	New	+$60.4K	0.01%	335

Other funds holding SPSB

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

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

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

Sargent Bickham Lagudis's SPSB Position: Q3 2021 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 901 shares — an estimated $28K sold.

Sargent Bickham Lagudis first reported a position in SPSB in Q1 2016 and held it in 8 quarters. The position peaked at $61K in Q2 2016. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Sargent Bickham Lagudis reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 901 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $28K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $61K in Q2 2016.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2021, filed 5 Nov 2021.