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

Strategic Asset 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
2022 Q3	$4K	Sell	8,795 -241	-3%	-$7.15K	0.01%	506
2022 Q2	$269K	Buy	9,036 +4,077	+82%	+$122K	0.43%	44
2022 Q1	$149K	Buy	4,959 +4,783	+2,718%	+$146K	0.21%	74
2021 Q4	$5K	Buy	176 +1	+0.6%	+$31	0.01%	438
2021 Q3	$5K	Buy	+175	New	+$5.47K	0.01%	402

Other funds holding SPSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Strategic Asset Management's SPSB Position: Q3 2022 in Review

Strategic Asset Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.7% in Q3 2022, selling an estimated $7.15K and leaving 8,795 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #506.

Strategic Asset Management first reported a position in SPSB in Q3 2021 and has held it in 5 quarters since. The position peaked at $269K in Q2 2022. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

Strategic Asset Management held 8,795 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4K as of Q3 2022.
Strategic Asset Management sold 241 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $7.15K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #506 holding.
Strategic Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $269K in Q2 2022.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.