FinTrust Investment Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$217K	Sell	7,176 -1,047	-13%	-$31.7K	0.2%	109
2017 Q4	$250K	Buy	8,223 +60	+0.7%	+$1.83K	0.22%	95
2017 Q3	$250K	Buy	+8,163	New	+$250K	0.24%	89

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

FinTrust Investment Advisory Services's SPSB Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q1 2018, selling an estimated $31.7K and leaving 7,176 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #109.

FinTrust Investment Advisory Services first reported a position in SPSB in Q3 2017 and has held it in 3 quarters since. The position peaked at $250K in Q4 2017. 254 funds tracked by Wall St. Rank hold SPSB as of Q1 2018.

FinTrust Investment Advisory Services held 7,176 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $217K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,047 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2018, an estimated $31.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.2% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #109 holding.
FinTrust Investment Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $250K in Q4 2017.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.