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

Capital Directions Investment 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
2018 Q2	–	Sell	-12,664	Closed	-$382K	–	181
2018 Q1	$382K	Buy	+12,664	New	+$383K	0.12%	32
2017 Q4	–	Sell	-6,252	Closed	-$192K	–	103
2017 Q3	$192K	Sell	6,252 -2,299	-27%	-$70.5K	0.06%	41
2017 Q2	$262K	Sell	8,551 -936	-10%	-$28.7K	0.09%	33
2017 Q1	$290K	Sell	9,487 -1,770	-16%	-$54.1K	0.1%	35
2016 Q4	$344K	Sell	11,257 -1,428	-11%	-$43.7K	0.12%	30
2016 Q3	$390K	Sell	12,685 -5,468	-30%	-$168K	0.14%	30
2016 Q2	$559K	Sell	18,153 -9,042	-33%	-$277K	0.2%	28
2016 Q1	$833K	Buy	27,195 +21,540	+381%	+$655K	0.31%	18
2015 Q4	$172K	Sell	5,655 -1,645	-23%	-$50.2K	0.06%	35
2015 Q3	$223K	Buy	+7,300	New	+$223K	0.08%	32

Other funds holding SPSB

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Capital Directions Investment Advisors's SPSB Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2018, closing a stake of 12,664 shares — an estimated $382K sold.

Capital Directions Investment Advisors first reported a position in SPSB in Q3 2015 and held it in 10 quarters. The position peaked at $833K in Q1 2016. 261 funds tracked by Wall St. Rank hold SPSB as of Q2 2018.

Capital Directions Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Capital Directions Investment Advisors sold 12,664 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2018, an estimated $382K.
Capital Directions Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and held it in 10 quarters.
Capital Directions Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $833K in Q1 2016.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.