Sawgrass Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sawgrass Asset Management’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
2022 Q4	–	Sell	-9,443	Closed	-$276K	–	165
2022 Q3	$276K	Hold	9,443	–	–	0.04%	134
2022 Q2	$281K	Hold	9,443	–	–	0.04%	140
2022 Q1	$285K	Buy	+9,443	New	+$288K	0.03%	145

Other funds holding SPSB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sawgrass Asset Management's SPSB Position: Q4 2022 in Review

Sawgrass Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 9,443 shares — an estimated $276K sold.

Sawgrass Asset Management first reported a position in SPSB in Q1 2022 and held it in 3 quarters. The position peaked at $285K in Q1 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Sawgrass Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Sawgrass Asset Management sold 9,443 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $276K.
Sawgrass Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Sawgrass Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $285K in Q1 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Sawgrass Asset Management's 13F filing for Q4 2022, filed 9 Feb 2023.