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Simmons Bank’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Simmons Bank’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
-18,631
Closed -$545K – 347
2022
Q3 		$545K Sell
18,631
-5,412
-23% -$161K 0.05% 235
2022
Q2 		$715K Sell
24,043
-57,330
-70% -$1.71M 0.06% 223
2022
Q1 		$2.45M Sell
81,373
-4,031
-5% -$123K 0.18% 124
2021
Q4 		$2.65M Sell
85,404
-2,138
-2% -$66.4K 0.19% 119
2021
Q3 		$2.74M Sell
87,542
-63,623
-42% -$1.99M 0.2% 110
2021
Q2 		$4.73M Buy
151,165
+1,527
+1% +$47.8K 0.34% 77
2021
Q1 		$4.68M Buy
149,638
+3,321
+2% +$104K 0.35% 72
2020
Q4 		$4.59M Buy
146,317
+4,508
+3% +$141K 0.36% 69
2020
Q3 		$4.45M Sell
141,809
-5,394
-4% -$169K 0.37% 68
2020
Q2 		$4.61M Buy
147,203
+1,059
+0.7% +$32.8K 0.38% 65
2020
Q1 		$4.42M Buy
146,144
+15,678
+12% +$479K 0.38% 60
2019
Q4 		$4.02M Buy
130,466
+5,534
+4% +$171K 0.36% 63
2019
Q3 		$3.85M Buy
124,932
+314
+0.3% +$9.66K 0.38% 62
2019
Q2 		$3.83M Buy
124,618
+12,959
+12% +$396K 0.37% 59
2019
Q1 		$3.41M Buy
+111,659
New +$3.39M 0.33% 62
2018
Q3 		– Sell
-109,148
Closed -$3.29M – 383
2018
Q2 		$3.29M Buy
+109,148
New +$3.29M 0.3% 69
2017
Q4 		– Sell
-98,683
Closed -$3.03M – 313
2017
Q3 		$3.03M Sell
98,683
-1,316
-1% -$40.4K 0.31% 63
2017
Q2 		$3.06M Buy
+99,999
New +$3.06M 0.34% 59
2017
Q1 		– Sell
-89,484
Closed -$2.73M – 295
2016
Q4 		$2.73M Buy
89,484
+5,270
+6% +$161K 0.31% 66
2016
Q3 		$2.59M Buy
84,214
+6,440
+8% +$198K 0.29% 68
2016
Q2 		$2.39M Buy
77,774
+126
+0.2% +$3.86K 0.27% 74
2016
Q1 		$2.38M Buy
+77,648
New +$2.36M 0.27% 76

Other funds holding SPSB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simmons Bank's SPSB Position: Q4 2022 in Review

Simmons Bank sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 18,631 shares — an estimated $545K sold.

Simmons Bank first reported a position in SPSB in Q1 2016 and held it in 22 quarters. The position peaked at $4.73M in Q2 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

  • Simmons Bank reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Simmons Bank sold 18,631 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $545K.
  • Simmons Bank first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2016 and held it in 22 quarters.
  • Simmons Bank's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.73M in Q2 2021.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Simmons Bank's 13F filing for Q4 2022, filed 8 Feb 2023.