CW
SPSB icon

Cobiz Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-549
Closed -$17K – 316
2013
Q2 		$17K Buy
+549
New +$16.9K ﹤0.01% 241

Other funds holding SPSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cobiz Wealth's SPSB Position: Q3 2013 in Review

Cobiz Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2013, closing a stake of 549 shares — an estimated $17K sold.

Cobiz Wealth first reported a position in SPSB in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 97 funds tracked by Wall St. Rank hold SPSB as of Q3 2013.

  • Cobiz Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 549 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2013, an estimated $17K.
  • Cobiz Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $17K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.