United Services Automobile Association’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

United Services Automobile Association’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	-45,749	Closed	-$1.34M	–	456
2023 Q3	$1.34M	Sell	45,749 -5,229	-10%	-$154K	0.03%	185
2023 Q2	$1.5M	Sell	50,978 -23,269	-31%	-$687K	0.04%	170
2023 Q1	$2.2M	Sell	74,247 -15,691	-17%	-$463K	0.07%	146
2022 Q4	$2.64M	Sell	89,938 -9,051	-9%	-$265K	0.06%	178
2022 Q3	$2.89M	Sell	98,989 -15,556	-14%	-$462K	0.08%	162
2022 Q2	$3.4M	Sell	114,545 -7,538	-6%	-$225K	0.09%	146
2022 Q1	$3.68M	Sell	122,083 -5,304	-4%	-$162K	0.07%	98
2021 Q4	$3.94M	Sell	127,387 -26,102	-17%	-$811K	0.07%	89
2021 Q3	$4.8M	Sell	153,489 -34,930	-19%	-$1.09M	0.08%	91
2021 Q2	$5.9M	Sell	188,419 -106,954	-36%	-$3.35M	0.11%	86
2021 Q1	$9.25M	Buy	+295,373	New	+$9.26M	0.17%	82
2020 Q4	–	Sell	-586,737	Closed	-$18.4M	–	201
2020 Q3	$18.4M	Buy	+586,737	New	+$18.4M	0.36%	56
2019 Q2	–	Sell	-8,850,000	Closed	-$270M	–	2274
2019 Q1	$270M	Sell	8,850,000 -296,552	-3%	-$9M	0.7%	18
2018 Q4	$276M	Sell	9,146,552 -416,201	-4%	-$12.5M	0.8%	16
2018 Q3	$289M	Sell	9,562,753 -1,714,305	-15%	-$51.7M	0.72%	16
2018 Q2	$340M	Buy	11,277,058 +9,509,503	+538%	+$287M	0.9%	13
2018 Q1	$53.4M	Buy	1,767,555 +290,556	+20%	+$8.8M	0.14%	170
2017 Q4	$44.9M	Buy	1,476,999 +233,483	+19%	+$7.13M	0.12%	195
2017 Q3	$38.1M	Buy	1,243,516 +182,635	+17%	+$5.6M	0.11%	213
2017 Q2	$32.5M	Buy	1,060,881 +169,167	+19%	+$5.18M	0.1%	239
2017 Q1	$27.3M	Buy	891,714 +188,939	+27%	+$5.77M	0.09%	270
2016 Q4	$21.5M	Buy	+702,775	New	+$21.5M	0.07%	300
2014 Q4	–	Sell	-40,000	Closed	-$1.23M	–	1265
2014 Q3	$1.23M	Hold	40,000	–	–	﹤0.01%	1057
2014 Q2	$1.23M	Buy	+40,000	New	+$1.23M	﹤0.01%	1051

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

United Services Automobile Association's SPSB Position: Q4 2023 in Review

United Services Automobile Association sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 45,749 shares — an estimated $1.34M sold.

United Services Automobile Association first reported a position in SPSB in Q2 2014 and held it in 24 quarters. The position peaked at $340M in Q2 2018. 556 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

United Services Automobile Association reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
United Services Automobile Association sold 45,749 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $1.34M.
United Services Automobile Association first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2014 and held it in 24 quarters.
United Services Automobile Association's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $340M in Q2 2018.
556 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on United Services Automobile Association's 13F filing for Q4 2023, filed 12 Feb 2024.