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

Sonora Investment 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
2021
Q3 		$92K Buy
2,932
+2,600
+783% +$81.3K 0.01% 316
2021
Q2 		$10K Buy
+332
New +$10.4K ﹤0.01% 720
2020
Q3 		– Sell
-456
Closed -$14K – 1877
2020
Q2 		$14K Buy
+456
New +$14.1K ﹤0.01% 931

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Sonora Investment Management's SPSB Position: Q3 2021 in Review

Sonora Investment Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 783% in Q3 2021, buying an estimated $81.3K and bringing the position to 2,932 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #316.

Sonora Investment Management first reported a position in SPSB in Q2 2020 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

  • Sonora Investment Management held 2,932 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $92K as of Q3 2021.
  • Sonora Investment Management bought 2,600 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $81.3K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #316 holding.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.