Aveo Capital Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-96,514	Closed	-$2.92M	–	136
2020 Q1	$2.92M	Buy	+96,514	New	+$2.95M	1.42%	14
2019 Q2	–	Sell	-94,125	Closed	-$2.88M	–	199
2019 Q1	$2.88M	Buy	+94,125	New	+$2.86M	1.33%	17
2017 Q1	–	Sell	-8,927	Closed	-$273K	–	217
2016 Q4	$273K	Buy	+8,927	New	+$273K	0.08%	166

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

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

Aveo Capital Partners's SPSB Position: Q2 2020 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2020, closing a stake of 96,514 shares — an estimated $2.92M sold.

Aveo Capital Partners first reported a position in SPSB in Q4 2016 and held it in 3 quarters. The position peaked at $2.92M in Q1 2020. 378 funds tracked by Wall St. Rank hold SPSB as of Q2 2020.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Aveo Capital Partners sold 96,514 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2020, an estimated $2.92M.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
Aveo Capital Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.92M in Q1 2020.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2020.

Based on Aveo Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.