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)

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fisher Asset Management

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return