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

Formidable 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
2018 Q3	–	Sell	-97,692	Closed	-$2.95M	–	166
2018 Q2	$2.95M	Buy	+97,692	New	+$2.95M	1.27%	20

Other funds holding SPSB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Formidable Asset Management's SPSB Position: Q3 2018 in Review

Formidable Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2018, closing a stake of 97,692 shares — an estimated $2.95M sold.

Formidable Asset Management first reported a position in SPSB in Q2 2018 and held it in 1 quarter. The position peaked at $2.95M in Q2 2018. 282 funds tracked by Wall St. Rank hold SPSB as of Q3 2018.

Formidable Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Formidable Asset Management sold 97,692 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2018, an estimated $2.95M.
Formidable Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
Formidable Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.95M in Q2 2018.
282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2018.

Based on Formidable Asset Management's 13F filing for Q3 2018, filed 7 Nov 2018.