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Walkner Condon Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Walkner Condon Financial Advisors’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
-6,672
Closed -$206K – 172
2021
Q2 		$206K Buy
+6,672
New +$209K 0.08% 161

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Walkner Condon Financial Advisors's SPSB Position: Q3 2021 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 6,672 shares — an estimated $206K sold.

Walkner Condon Financial Advisors first reported a position in SPSB in Q2 2021 and held it in 1 quarter. The position peaked at $206K in Q2 2021. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,672 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $206K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $206K in Q2 2021.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.