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Sunflower Bank’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sunflower Bank’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
2023
Q4 		– Sell
-11,439
Closed -$335K – 119
2023
Q3 		$335K Sell
11,439
-12,395
-52% -$364K 0.08% 82
2023
Q2 		$702K Sell
23,834
-3,375
-12% -$99.6K 0.16% 48
2023
Q1 		$806K Sell
27,209
-1,549,351
-98% -$45.7M 0.18% 40
2022
Q4 		$46.3M Buy
1,576,560
+166,057
+12% +$4.86M 10.08% 3
2022
Q3 		$41.2M Sell
1,410,503
-19,948
-1% -$592K 9.35% 3
2022
Q2 		$42.5M Sell
1,430,451
-377,062
-21% -$11.3M 8.41% 3
2022
Q1 		$54.5M Sell
1,807,513
-30,360
-2% -$926K 7.4% 4
2021
Q4 		$56.9M Buy
1,837,873
+93,555
+5% +$2.91M 7.69% 4
2021
Q3 		$54.5M Buy
1,744,318
+209,973
+14% +$6.57M 7.69% 4
2021
Q2 		$48M Buy
1,534,345
+146,663
+11% +$4.59M 7.38% 3
2021
Q1 		$43.4M Buy
1,387,682
+175,001
+14% +$5.49M 7.11% 3
2020
Q4 		$38.1M Sell
1,212,681
-15,474
-1% -$485K 6.54% 3
2020
Q3 		$38.5M Sell
1,228,155
-288,951
-19% -$9.07M 15.27% 2
2020
Q2 		$47.5M Buy
+1,517,106
New +$47M 18.86% 2

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunflower Bank's SPSB Position: Q4 2023 in Review

Sunflower Bank sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 11,439 shares — an estimated $335K sold.

Sunflower Bank first reported a position in SPSB in Q2 2020 and held it in 14 quarters. The position peaked at $56.9M in Q4 2021. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

  • Sunflower Bank reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sunflower Bank sold 11,439 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $335K.
  • Sunflower Bank first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
  • Sunflower Bank's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $56.9M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Sunflower Bank's 13F filing for Q4 2023, filed 12 Jan 2024.