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Kelman-Lazarov Inc’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-1,325
Closed -$40.5K – 229
2016
Q4 		$40.5K Sell
1,325
-333
-20% -$10.2K 0.02% 178
2016
Q3 		$50.8K Buy
1,658
+1,000
+152% +$30.8K 0.03% 174
2016
Q2 		$20.2K Buy
+658
New +$20.2K 0.01% 238

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Kelman-Lazarov Inc's SPSB Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2017, closing a stake of 1,325 shares — an estimated $40.5K sold.

Kelman-Lazarov Inc first reported a position in SPSB in Q2 2016 and held it in 3 quarters. The position peaked at $50.8K in Q3 2016. 201 funds tracked by Wall St. Rank hold SPSB as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,325 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2017, an estimated $40.5K.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $50.8K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.