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

Apriem 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
2017 Q2	–	Sell	-139	Closed	-$4K	–	481
2017 Q1	$4K	Sell	139 -461	-77%	-$14.1K	﹤0.01%	523
2016 Q4	$18K	Sell	600 -22	-4%	-$673	0.01%	371
2016 Q3	$19K	Buy	622 +483	+347%	+$14.9K	0.01%	338
2016 Q2	$4K	Hold	139	–	–	﹤0.01%	496
2016 Q1	$4K	Buy	+139	New	+$4.23K	﹤0.01%	470
2015 Q2	–	Sell	-633	Closed	-$19K	–	679
2015 Q1	$19K	Hold	633	–	–	0.01%	327
2014 Q4	$19K	Buy	+633	New	+$19.4K	0.01%	305

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Apriem Advisors's SPSB Position: Q2 2017 in Review

Apriem Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2017, closing a stake of 139 shares — an estimated $4K sold.

Apriem Advisors first reported a position in SPSB in Q4 2014 and held it in 7 quarters. The position peaked at $19K in Q3 2016. 191 funds tracked by Wall St. Rank hold SPSB as of Q2 2017.

Apriem Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 139 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2014 and held it in 7 quarters.
Apriem Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19K in Q3 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.