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JFS Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

JFS Wealth Advisors’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
Q4 		– Sell
-713
Closed -$22K – 522
2018
Q3 		$22K Buy
+713
New +$21.5K 0.01% 315

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
VA
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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JFS Wealth Advisors's SPSB Position: Q4 2018 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2018, closing a stake of 713 shares — an estimated $22K sold.

JFS Wealth Advisors first reported a position in SPSB in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 303 funds tracked by Wall St. Rank hold SPSB as of Q4 2018.

  • JFS Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 713 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2018, an estimated $22K.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • JFS Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $22K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.