SMFS
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Squar Milner Financial Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-7,839
Closed -$246K – 169
2020
Q2 		$246K Buy
7,839
+3,630
+86% +$113K 0.14% 176
2020
Q1 		$127K Buy
4,209
+1,133
+37% +$34.6K 0.08% 226
2019
Q4 		$94K Sell
3,076
-4,581
-60% -$141K 0.05% 338
2019
Q3 		$240K Buy
+7,657
New +$236K 0.12% 186

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's SPSB Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2020, closing a stake of 7,839 shares — an estimated $246K sold.

Squar Milner Financial Services first reported a position in SPSB in Q3 2019 and held it in 4 quarters. The position peaked at $246K in Q2 2020. 381 funds tracked by Wall St. Rank hold SPSB as of Q3 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 7,839 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2020, an estimated $246K.
  • Squar Milner Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $246K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.