Fusion Investment Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-5,800	Closed	-$177K	–	137
2015 Q3	$177K	Buy	5,800 +1,586	+38%	+$48.4K	0.42%	71
2015 Q2	$129K	Buy	+4,214	New	+$129K	0.1%	114
2014 Q4	–	Sell	-4,109	Closed	-$126K	–	186
2014 Q3	$126K	Sell	4,109 -3,726	-48%	-$115K	0.11%	92
2014 Q2	$241K	Buy	7,835 +2,532	+48%	+$77.9K	0.21%	80
2014 Q1	$163K	Buy	+5,303	New	+$163K	0.17%	80

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Fusion Investment Group's SPSB Position: Q4 2015 in Review

Fusion Investment Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2015, closing a stake of 5,800 shares — an estimated $177K sold.

Fusion Investment Group first reported a position in SPSB in Q1 2014 and held it in 5 quarters. The position peaked at $241K in Q2 2014. 173 funds tracked by Wall St. Rank hold SPSB as of Q4 2015.

Fusion Investment Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 5,800 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2015, an estimated $177K.
Fusion Investment Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 5 quarters.
Fusion Investment Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $241K in Q2 2014.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.