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

Capstone Financial 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	-6,675	Closed	-$202K	–	91
2018 Q1	$202K	Buy	+6,675	New	+$202K	0.07%	81

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

Capstone Financial Advisors's SPSB Position: Q2 2018 in Review

Capstone Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2018, closing a stake of 6,675 shares — an estimated $202K sold.

Capstone Financial Advisors first reported a position in SPSB in Q1 2018 and held it in 1 quarter. The position peaked at $202K in Q1 2018. 261 funds tracked by Wall St. Rank hold SPSB as of Q2 2018.

Capstone Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Capstone Financial Advisors sold 6,675 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2018, an estimated $202K.
Capstone Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
Capstone Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $202K in Q1 2018.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2018.

Based on Capstone Financial Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.