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D.A. Davidson & Co’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

D.A. Davidson & Co’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-286
Closed -$9K – 2463
2016
Q2 		$9K Buy
+286
New +$9.2K ﹤0.01% 1992

Other funds holding SPBO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.A. Davidson & Co's SPBO Position: Q3 2016 in Review

D.A. Davidson & Co sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2016, closing a stake of 286 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in SPBO in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 16 funds tracked by Wall St. Rank hold SPBO as of Q3 2016.

  • D.A. Davidson & Co reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • D.A. Davidson & Co sold 286 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2016, an estimated $9K.
  • D.A. Davidson & Co first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • D.A. Davidson & Co's State Street SPDR Portfolio Corporate Bond ETF position peaked at $9K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2016.

Based on D.A. Davidson & Co's 13F filing for Q3 2016, filed 14 Nov 2016.