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

Capital 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 Q3	–	Sell	-7,577	Closed	-$229K	–	511
2018 Q2	$229K	Hold	7,577	–	–	0.01%	428
2018 Q1	$229K	Buy	7,577 +444	+6%	+$13.4K	0.01%	432
2017 Q4	$217K	Hold	7,133	–	–	0.01%	434
2017 Q3	$219K	Sell	7,133 -1,438	-17%	-$44.1K	0.02%	421
2017 Q2	$263K	Sell	8,571 -117	-1%	-$3.58K	0.02%	388
2017 Q1	$266K	Buy	8,688 +1,438	+20%	+$43.9K	0.02%	380
2016 Q4	$221K	Hold	7,250	–	–	0.02%	398
2016 Q3	$223K	Hold	7,250	–	–	0.02%	393
2016 Q2	$223K	Sell	7,250 -191	-3%	-$5.86K	0.02%	379
2016 Q1	$228K	Hold	7,441	–	–	0.02%	362
2015 Q4	$226K	Buy	+7,441	New	+$227K	0.02%	361
2015 Q1	–	Sell	-8,454	Closed	-$258K	–	410
2014 Q4	$258K	Hold	8,454	–	–	0.03%	328
2014 Q3	$259K	Buy	+8,454	New	+$260K	0.03%	314

Other funds holding SPSB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $9.42B AUM 17.63% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Investment Advisors's SPSB Position: Q3 2018 in Review

Capital Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2018, closing a stake of 7,577 shares — an estimated $229K sold.

Capital Investment Advisors first reported a position in SPSB in Q3 2014 and held it in 13 quarters. The position peaked at $266K in Q1 2017. 282 funds tracked by Wall St. Rank hold SPSB as of Q3 2018.

Capital Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Capital Investment Advisors sold 7,577 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2018, an estimated $229K.
Capital Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2014 and held it in 13 quarters.
Capital Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $266K in Q1 2017.
282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2018.

Based on Capital Investment Advisors's 13F filing for Q3 2018, filed 15 Oct 2018.