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

Strategic Financial Partners’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
Q2 		– Sell
-11,496
Closed -$348K – 66
2020
Q1 		$348K Sell
11,496
-7,397
-39% -$226K 0.37% 46
2019
Q4 		$583K Buy
+18,893
New +$582K 0.48% 39

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Financial Partners's SPSB Position: Q2 2020 in Review

Strategic Financial Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2020, closing a stake of 11,496 shares — an estimated $348K sold.

Strategic Financial Partners first reported a position in SPSB in Q4 2019 and held it in 2 quarters. The position peaked at $583K in Q4 2019. 378 funds tracked by Wall St. Rank hold SPSB as of Q2 2020.

  • Strategic Financial Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Financial Partners sold 11,496 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2020, an estimated $348K.
  • Strategic Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Strategic Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $583K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2020.

Based on Strategic Financial Partners's 13F filing for Q2 2020, filed 9 Jul 2024.