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

Strategic Wealth Management Group’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
2021 Q2	$2.35M	Buy	75,189 +47,662	+173%	+$1.49M	0.86%	20
2021 Q1	$862K	Hold	27,527	–	–	0.33%	40
2020 Q4	$864K	Sell	27,527 -77	-0.3%	-$2.42K	0.37%	34
2020 Q3	$866K	Sell	27,604 -3,231	-10%	-$101K	0.42%	35
2020 Q2	$966K	Hold	30,835	–	–	0.57%	29
2020 Q1	$933K	Sell	30,835 -98	-0.3%	-$3K	0.69%	25
2019 Q4	$954K	Hold	30,933	–	–	0.62%	28
2019 Q3	$954K	Hold	30,933	–	–	0.69%	27
2019 Q2	$952K	Buy	30,933 +3,308	+12%	+$101K	0.72%	26
2019 Q1	$844K	Sell	27,625 -2,849	-9%	-$86.4K	0.69%	27
2018 Q4	$918K	Buy	+30,474	New	+$916K	0.88%	22

Other funds holding SPSB

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

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

Strategic Wealth Management Group's SPSB Position: Q2 2021 in Review

Strategic Wealth Management Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 173% in Q2 2021, buying an estimated $1.49M and bringing the position to 75,189 shares worth $2.35M. The position accounts for 0.86% of the portfolio, ranked #20.

Strategic Wealth Management Group first reported a position in SPSB in Q4 2018 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

Strategic Wealth Management Group held 75,189 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.35M as of Q2 2021.
Strategic Wealth Management Group bought 47,662 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2021, an estimated $1.49M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.86% of Strategic Wealth Management Group's portfolio in Q2 2021, its #20 holding.
Strategic Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 11 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.