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GW Henssler & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

GW Henssler & Associates’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
-7,890
Closed -$243K – 152
2016
Q3 		$243K Buy
+7,890
New +$243K 0.03% 128

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

GW Henssler & Associates's SPSB Position: Q4 2016 in Review

GW Henssler & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2016, closing a stake of 7,890 shares — an estimated $243K sold.

GW Henssler & Associates first reported a position in SPSB in Q3 2016 and held it in 1 quarter. The position peaked at $243K in Q3 2016. 188 funds tracked by Wall St. Rank hold SPSB as of Q4 2016.

  • GW Henssler & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • GW Henssler & Associates sold 7,890 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2016, an estimated $243K.
  • GW Henssler & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • GW Henssler & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $243K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2016.

Based on GW Henssler & Associates's 13F filing for Q4 2016, filed 17 Jan 2017.