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Boaz Weinstein’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Boaz Weinstein’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
2015
Q1 		– Sell
-42,969
Closed -$1.31M – 147
2014
Q4 		$1.31M Sell
42,969
-131,088
-75% -$4.02M 0.11% 110
2014
Q3 		$5.34M Buy
+174,057
New +$5.35M 0.3% 83
2014
Q1 		– Sell
-568,396
Closed -$17.4M – 237
2013
Q4 		$17.4M Buy
+568,396
New +$17.5M 1.01% 25

Other funds holding SPSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boaz Weinstein's SPSB Position: Q1 2015 in Review

Boaz Weinstein sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2015, closing a stake of 42,969 shares — an estimated $1.31M sold.

Boaz Weinstein first reported a position in SPSB in Q4 2013 and held it in 3 quarters. The position peaked at $17.4M in Q4 2013. 137 funds tracked by Wall St. Rank hold SPSB as of Q1 2015.

  • Boaz Weinstein reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Boaz Weinstein sold 42,969 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2015, an estimated $1.31M.
  • Boaz Weinstein first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2013 and held it in 3 quarters.
  • Boaz Weinstein's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $17.4M in Q4 2013.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2015.

Based on Saba Capital Management's 13F filing for Q1 2015, filed 15 May 2015.