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

JNBA Financial 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
2016
Q4 		– Sell
-461
Closed -$14K – 1218
2016
Q3 		$14K Buy
+461
New +$14.2K ﹤0.01% 931

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

JNBA Financial Advisors's SPSB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2016, closing a stake of 461 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in SPSB in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 188 funds tracked by Wall St. Rank hold SPSB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 461 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2016, an estimated $14K.
  • JNBA Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14K 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 JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.