SFS
SPSB icon

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

Strategic Financial Services’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
-8,000
Closed -$248K – 143
2021
Q4 		$248K Buy
+8,000
New +$248K 0.02% 121

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Strategic Financial Services's SPSB Position: Q1 2022 in Review

Strategic Financial Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 8,000 shares — an estimated $248K sold.

Strategic Financial Services first reported a position in SPSB in Q4 2021 and held it in 1 quarter. The position peaked at $248K in Q4 2021. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

  • Strategic Financial Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Financial Services sold 8,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $248K.
  • Strategic Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Strategic Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $248K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on Strategic Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.