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

Allegis Investment Advisors’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
Q1 		$360K Buy
11,912
+4,982
+72% +$151K 0.11% 168
2017
Q4 		$211K Buy
+6,930
New +$212K 0.06% 213

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's SPSB Position: Q1 2018 in Review

Allegis Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 72% in Q1 2018, buying an estimated $151K and bringing the position to 11,912 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #168.

Allegis Investment Advisors first reported a position in SPSB in Q4 2017 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold SPSB as of Q1 2018.

  • Allegis Investment Advisors held 11,912 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $360K as of Q1 2018.
  • Allegis Investment Advisors bought 4,982 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2018, an estimated $151K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Allegis Investment Advisors's portfolio in Q1 2018, its #168 holding.
  • Allegis Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.