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

Clearwater Capital 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	-6,297	Closed	-$190K	–	501
2018 Q1	$190K	Buy	+6,297	New	+$191K	0.04%	183
2017 Q2	–	Sell	-6,659	Closed	-$204K	–	161
2017 Q1	$204K	Hold	6,659	–	–	0.06%	159
2016 Q4	$203K	Sell	6,659 -435	-6%	-$13.3K	0.07%	143
2016 Q3	$217K	Hold	7,094	–	–	0.08%	131
2016 Q2	$218K	Buy	+7,094	New	+$218K	0.08%	124

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

Clearwater Capital Advisors's SPSB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2018, closing a stake of 6,297 shares — an estimated $190K sold.

Clearwater Capital Advisors first reported a position in SPSB in Q2 2016 and held it in 5 quarters. The position peaked at $218K in Q2 2016. 261 funds tracked by Wall St. Rank hold SPSB as of Q2 2018.

Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 6,297 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2018, an estimated $190K.
Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 5 quarters.
Clearwater Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $218K in Q2 2016.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.