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

Investment Partners’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
Q2 		– Sell
-13,928
Closed -$423K – 157
2016
Q1 		$423K Buy
13,928
+1,127
+9% +$34.3K 0.28% 92
2015
Q4 		$389K Sell
12,801
-388
-3% -$11.8K 0.47% 68
2015
Q3 		$403K Buy
+13,189
New +$403K 0.53% 66

Other funds holding SPSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Investment Partners's SPSB Position: Q2 2016 in Review

Investment Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2016, closing a stake of 13,928 shares — an estimated $423K sold.

Investment Partners first reported a position in SPSB in Q3 2015 and held it in 3 quarters. The position peaked at $423K in Q1 2016. 183 funds tracked by Wall St. Rank hold SPSB as of Q2 2016.

  • Investment Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Investment Partners sold 13,928 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2016, an estimated $423K.
  • Investment Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
  • Investment Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $423K in Q1 2016.
  • 183 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2016.

Based on Investment Partners's 13F filing for Q2 2016, filed 12 Jul 2016.