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Stillwater Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stillwater Capital Advisors’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
-43,555
Closed -$1.27M – 73
2022
Q3 		$1.27M Sell
43,555
-9,403
-18% -$279K 0.29% 45
2022
Q2 		$1.57M Sell
52,958
-337
-0.6% -$10.1K 0.29% 47
2022
Q1 		$1.61M Buy
53,295
+165
+0.3% +$5.04K 0.26% 47
2021
Q4 		$1.65M Buy
53,130
+5,755
+12% +$179K 0.25% 46
2021
Q3 		$1.48M Buy
47,375
+4,505
+11% +$141K 0.24% 47
2021
Q2 		$1.34M Buy
42,870
+6,805
+19% +$213K 0.22% 47
2021
Q1 		$1.13M Buy
36,065
+3,895
+12% +$122K 0.2% 49
2020
Q4 		$1.01M Buy
32,170
+6,115
+23% +$192K 0.19% 50
2020
Q3 		$817K Buy
26,055
+980
+4% +$30.7K 0.18% 51
2020
Q2 		$786K Buy
25,075
+1,500
+6% +$46.5K 0.19% 49
2020
Q1 		$713K Sell
23,575
-725
-3% -$22.2K 0.21% 49
2019
Q4 		$749K Buy
24,300
+8,000
+49% +$247K 0.17% 53
2019
Q3 		$503K Sell
16,300
-2,000
-11% -$61.6K 0.13% 55
2019
Q2 		$563K Sell
18,300
-5,500
-23% -$168K 0.14% 61
2019
Q1 		$727K Buy
23,800
+4,565
+24% +$139K 0.16% 64
2018
Q4 		$580K Sell
19,235
-228,646
-92% -$6.88M 0.14% 68
2018
Q3 		$7.48M Buy
+247,881
New +$7.48M 1.55% 29

Other funds holding SPSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stillwater Capital Advisors's SPSB Position: Q4 2022 in Review

Stillwater Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 43,555 shares — an estimated $1.27M sold.

Stillwater Capital Advisors first reported a position in SPSB in Q3 2018 and held it in 17 quarters. The position peaked at $7.48M in Q3 2018. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

  • Stillwater Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stillwater Capital Advisors sold 43,555 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $1.27M.
  • Stillwater Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and held it in 17 quarters.
  • Stillwater Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.48M in Q3 2018.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Stillwater Capital Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.