Financial Architects (New Jersey)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Financial Architects (New Jersey)’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
2016 Q4	–	Sell	-200	Closed	-$6K	–	1488
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	1116
2016 Q2	$6K	Buy	200 +39	+24%	+$1.2K	﹤0.01%	1089
2016 Q1	$5K	Buy	+161	New	+$4.9K	﹤0.01%	905
2015 Q3	–	Sell	-326	Closed	-$10K	–	806
2015 Q2	$10K	Buy	+326	New	+$10K	﹤0.01%	803
2014 Q4	–	Sell	-1,144	Closed	-$35K	–	1029
2014 Q3	$35K	Hold	1,144	–	–	0.02%	368
2014 Q2	$35K	Buy	+1,144	New	+$35.2K	0.02%	383

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Financial Architects (New Jersey)'s SPSB Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2016, closing a stake of 200 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in SPSB in Q2 2014 and held it in 6 quarters. The position peaked at $35K in Q3 2014. 188 funds tracked by Wall St. Rank hold SPSB as of Q4 2016.

Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2016, an estimated $6K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2014 and held it in 6 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $35K in Q3 2014.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.