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

Vigilare Wealth Management’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 Q3	–	Sell	-15,074	Closed	-$472K	–	215
2021 Q2	$472K	Sell	15,074 -5,179	-26%	-$162K	0.29%	97
2021 Q1	$634K	Buy	20,253 +10,203	+102%	+$320K	0.45%	60
2020 Q4	$316K	Sell	10,050 -860	-8%	-$27K	0.3%	83
2020 Q3	$342K	Sell	10,910 -24,890	-70%	-$781K	0.36%	67
2020 Q2	$1.12M	Buy	+35,800	New	+$1.11M	1.14%	21
2020 Q1	–	Sell	-63,472	Closed	-$1.96M	–	149
2019 Q4	$1.96M	Buy	+63,472	New	+$1.96M	1.31%	20

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

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

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

HCC

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Vigilare Wealth Management's SPSB Position: Q3 2021 in Review

Vigilare Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 15,074 shares — an estimated $472K sold.

Vigilare Wealth Management first reported a position in SPSB in Q4 2019 and held it in 6 quarters. The position peaked at $1.96M in Q4 2019. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Vigilare Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Vigilare Wealth Management sold 15,074 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $472K.
Vigilare Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Vigilare Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.96M in Q4 2019.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Vigilare Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.