Winslow Evans & Crocker’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Winslow Evans & Crocker’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 Q4	$10K	Buy	+309	New	+$9.69K	﹤0.01%	954
2017 Q3	–	Sell	-309	Closed	-$9.47K	–	1242
2017 Q2	$9.47K	Sell	309 -1	-0.3%	-$31	﹤0.01%	929
2017 Q1	$9.46K	Hold	310	–	–	﹤0.01%	901
2016 Q4	$9.43K	Hold	310	–	–	﹤0.01%	893
2016 Q3	$9.51K	Hold	310	–	–	﹤0.01%	920
2016 Q2	$9.51K	Buy	310 +1	+0.3%	+$31	﹤0.01%	889
2016 Q1	$9.46K	Sell	309 -1	-0.3%	-$30	﹤0.01%	893
2015 Q4	$9.39K	Hold	310	–	–	﹤0.01%	924
2015 Q3	$9.43K	Hold	310	–	–	﹤0.01%	902
2015 Q2	$9.46K	Hold	310	–	–	﹤0.01%	939
2015 Q1	$9.5K	Hold	310	–	–	﹤0.01%	892
2014 Q4	$9.45K	Hold	310	–	–	﹤0.01%	894
2014 Q3	$9.48K	Buy	310 +1	+0.3%	+$31	﹤0.01%	906
2014 Q2	$9.52K	Hold	309	–	–	﹤0.01%	862
2014 Q1	$9.51K	Hold	309	–	–	﹤0.01%	859
2013 Q4	$9K	Buy	+309	New	+$9.5K	﹤0.01%	949

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's SPSB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2020: 309 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in SPSB as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in SPSB in Q4 2013 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold SPSB as of Q4 2020.

Winslow Evans & Crocker held 309 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $10K as of Q4 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #954 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2013 and has held it in 16 quarters since.
424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.