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Edge Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Edge Asset Management’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
2017
Q1 		$2.67M Sell
87,288
-12,712
-13% -$388K 0.02% 243
2016
Q4 		$3.05M Buy
+100,000
New +$3.06M 0.02% 249

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Edge Asset Management's SPSB Position: Q1 2017 in Review

Edge Asset Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q1 2017, selling an estimated $388K and leaving 87,288 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #243.

Edge Asset Management first reported a position in SPSB in Q4 2016 and has held it in 2 quarters since. The position peaked at $3.05M in Q4 2016. 201 funds tracked by Wall St. Rank hold SPSB as of Q1 2017.

  • Edge Asset Management held 87,288 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.67M as of Q1 2017.
  • Edge Asset Management sold 12,712 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2017, an estimated $388K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Edge Asset Management's portfolio in Q1 2017, its #243 holding.
  • Edge Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and has held it in 2 quarters since.
  • Edge Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.05M in Q4 2016.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.