United Asset Strategies’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

United Asset Strategies’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
2019 Q4	–	Sell	-48,102	Closed	-$1.48M	–	214
2019 Q3	$1.48M	Buy	48,102 +6,420	+15%	+$198K	0.32%	82
2019 Q2	$1.28M	Buy	41,682 +2,494	+6%	+$76.2K	0.29%	83
2019 Q1	$1.2M	Buy	39,188 +10,225	+35%	+$310K	0.28%	88
2018 Q4	$873K	Buy	28,963 +20,766	+253%	+$625K	0.24%	95
2018 Q3	$247K	Sell	8,197 -21,667	-73%	-$654K	0.06%	183
2018 Q2	$901K	Buy	29,864 +8,247	+38%	+$249K	0.24%	102
2018 Q1	$653K	Buy	+21,617	New	+$654K	0.19%	111

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

HCC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Asset Strategies's SPSB Position: Q4 2019 in Review

United Asset Strategies sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2019, closing a stake of 48,102 shares — an estimated $1.48M sold.

United Asset Strategies first reported a position in SPSB in Q1 2018 and held it in 7 quarters. The position peaked at $1.48M in Q3 2019. 382 funds tracked by Wall St. Rank hold SPSB as of Q4 2019.

United Asset Strategies reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
United Asset Strategies sold 48,102 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2019, an estimated $1.48M.
United Asset Strategies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
United Asset Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.48M in Q3 2019.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.