TrueWealth LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

TrueWealth LLC’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	$64K	Hold	2,031	–	–	0.03%	246
2020 Q1	$61K	Hold	2,031	–	–	0.03%	230
2019 Q4	$63K	Hold	2,031	–	–	0.03%	248
2019 Q3	$63K	Hold	2,031	–	–	0.03%	242
2019 Q2	$63K	Hold	2,031	–	–	0.03%	245
2019 Q1	$62K	Hold	2,031	–	–	0.03%	241
2018 Q4	$61K	Hold	2,031	–	–	0.03%	228
2018 Q3	$61K	Hold	2,031	–	–	0.03%	248
2018 Q2	$61K	Buy	2,031 +1	+0%	+$30	0.03%	240
2018 Q1	$61K	Buy	2,030 +1	+0%	+$30	0.03%	238
2017 Q4	$62K	Buy	+2,029	New	+$62K	0.03%	263

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

HCC

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

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

TrueWealth LLC's SPSB Position: Q2 2020 in Review

TrueWealth LLC held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2020 at 2,031 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #246.

TrueWealth LLC first reported a position in SPSB in Q4 2017 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold SPSB as of Q2 2020.

TrueWealth LLC held 2,031 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $64K as of Q2 2020.
TrueWealth LLC left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #246 holding.
TrueWealth LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.