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

WESCAP Management Group’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
2022 Q1	–	Sell	-11,275	Closed	-$349K	–	92
2021 Q4	$349K	Hold	11,275	–	–	0.1%	79
2021 Q3	$352K	Hold	11,275	–	–	0.1%	73
2021 Q2	$352K	Hold	11,275	–	–	0.1%	72
2021 Q1	$353K	Hold	11,275	–	–	0.1%	71
2020 Q4	$354K	Hold	11,275	–	–	0.11%	67
2020 Q3	$353K	Hold	11,275	–	–	0.12%	69
2020 Q2	$353K	Hold	11,275	–	–	0.12%	72
2020 Q1	$341K	Buy	+11,275	New	+$345K	0.14%	69

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WESCAP Management Group's SPSB Position: Q1 2022 in Review

WESCAP Management Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022, closing a stake of 11,275 shares — an estimated $349K sold.

WESCAP Management Group first reported a position in SPSB in Q1 2020 and held it in 8 quarters. The position peaked at $354K in Q4 2020. 499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

WESCAP Management Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
WESCAP Management Group sold 11,275 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2022, an estimated $349K.
WESCAP Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
WESCAP Management Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $354K in Q4 2020.
499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

Based on WESCAP Management Group's 13F filing for Q1 2022, filed 11 May 2022.