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

Advantage Investment Management’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
2018 Q4	–	Sell	-823	Closed	-$25K	–	1069
2018 Q3	$25K	Buy	+823	New	+$24.8K	0.02%	530
2016 Q1	–	Sell	-48,821	Closed	-$1.48M	–	918
2015 Q4	$1.48M	Buy	48,821 +2,205	+5%	+$67.3K	0.77%	38
2015 Q3	$1.42M	Buy	46,616 +13,657	+41%	+$417K	0.81%	30
2015 Q2	$1.01M	Buy	+32,959	New	+$1.01M	0.49%	60

Other funds holding SPSB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

HCC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advantage Investment Management's SPSB Position: Q4 2018 in Review

Advantage Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2018, closing a stake of 823 shares — an estimated $25K sold.

Advantage Investment Management first reported a position in SPSB in Q2 2015 and held it in 4 quarters. The position peaked at $1.48M in Q4 2015. 303 funds tracked by Wall St. Rank hold SPSB as of Q4 2018.

Advantage Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 823 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2018, an estimated $25K.
Advantage Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and held it in 4 quarters.
Advantage Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.48M in Q4 2015.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.