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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

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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