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

Stonehearth Capital 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
2020 Q4	–	Sell	-7,215	Closed	-$226K	–	62
2020 Q3	$226K	Sell	7,215 -19,423	-73%	-$609K	0.15%	50
2020 Q2	$836K	Sell	26,638 -1,742	-6%	-$54K	0.56%	31
2020 Q1	$858K	Buy	28,380 +3,421	+14%	+$105K	0.7%	24
2019 Q4	$770K	Buy	24,959 +4,576	+22%	+$141K	0.51%	30
2019 Q3	$629K	Buy	20,383 +5,400	+36%	+$166K	0.46%	28
2019 Q2	$461K	Buy	14,983 +2,668	+22%	+$81.5K	0.34%	34
2019 Q1	$376K	Buy	12,315 +3,890	+46%	+$118K	0.29%	37
2018 Q4	$254K	Buy	8,425 +1,508	+22%	+$45.4K	0.21%	40
2018 Q3	$209K	Buy	6,917 +136	+2%	+$4.1K	0.16%	38
2018 Q2	$205K	Buy	+6,781	New	+$204K	0.16%	37

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonehearth Capital Management's SPSB Position: Q4 2020 in Review

Stonehearth Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2020, closing a stake of 7,215 shares — an estimated $226K sold.

Stonehearth Capital Management first reported a position in SPSB in Q2 2018 and held it in 10 quarters. The position peaked at $858K in Q1 2020. 424 funds tracked by Wall St. Rank hold SPSB as of Q4 2020.

Stonehearth Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Stonehearth Capital Management sold 7,215 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2020, an estimated $226K.
Stonehearth Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and held it in 10 quarters.
Stonehearth Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $858K in Q1 2020.
424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2020.

Based on Stonehearth Capital Management's 13F filing for Q4 2020, filed 21 Jan 2021.