SteelPeak Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-9,364	Closed	-$290K	–	481
2021 Q4	$290K	Sell	9,364 -10,939	-54%	-$340K	0.02%	334
2021 Q3	$634K	Sell	20,303 -1,902	-9%	-$59.5K	0.04%	225
2021 Q2	$695K	Sell	22,205 -6,916	-24%	-$217K	0.05%	229
2021 Q1	$912K	Sell	29,121 -1,221	-4%	-$38.3K	0.07%	172
2020 Q4	$953K	Sell	30,342 -3,926	-11%	-$123K	0.09%	162
2020 Q3	$1.07M	Buy	34,268 +5,437	+19%	+$171K	0.12%	134
2020 Q2	$904K	Buy	+28,831	New	+$894K	0.11%	127

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SteelPeak Wealth's SPSB Position: Q1 2022 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 9,364 shares — an estimated $290K sold.

SteelPeak Wealth first reported a position in SPSB in Q2 2020 and held it in 7 quarters. The position peaked at $1.07M in Q3 2020. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

SteelPeak Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 9,364 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $290K.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
SteelPeak Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.07M in Q3 2020.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.