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Beirne Wealth Consulting Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q2 		– Sell
-8,798
Closed -$269K – 179
2019
Q1 		$269K Buy
8,798
+1,295
+17% +$39.3K 0.21% 143
2018
Q4 		$226K Buy
+7,503
New +$226K 0.19% 154

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Beirne Wealth Consulting Services's SPSB Position: Q2 2019 in Review

Beirne Wealth Consulting Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2019, closing a stake of 8,798 shares — an estimated $269K sold.

Beirne Wealth Consulting Services first reported a position in SPSB in Q4 2018 and held it in 2 quarters. The position peaked at $269K in Q1 2019. 323 funds tracked by Wall St. Rank hold SPSB as of Q2 2019.

  • Beirne Wealth Consulting Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 8,798 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2019, an estimated $269K.
  • Beirne Wealth Consulting Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $269K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2019, filed 25 Jul 2019.