GWMIA
SPSB icon

Global Wealth Management Investment Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-138
Closed -$4K – 759
2018
Q4 		$4K Buy
+138
New +$4.15K ﹤0.01% 522

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPSB Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2019, closing a stake of 138 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in SPSB in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 326 funds tracked by Wall St. Rank hold SPSB as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 138 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4K in Q4 2018.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.