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Welch & Forbes’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-7,535
Closed -$236K – 360
2020
Q2 		$236K Buy
+7,535
New +$234K 0.01% 330

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Welch & Forbes's SPSB Position: Q3 2020 in Review

Welch & Forbes sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2020, closing a stake of 7,535 shares — an estimated $236K sold.

Welch & Forbes first reported a position in SPSB in Q2 2020 and held it in 1 quarter. The position peaked at $236K in Q2 2020. 381 funds tracked by Wall St. Rank hold SPSB as of Q3 2020.

  • Welch & Forbes reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Welch & Forbes sold 7,535 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2020, an estimated $236K.
  • Welch & Forbes first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Welch & Forbes's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $236K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2020.

Based on Welch & Forbes's 13F filing for Q3 2020, filed 23 Oct 2020.