Laidlaw Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Laidlaw Group’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
2015 Q2	$2.44M	Buy	79,770 +9,140	+13%	+$280K	1.16%	36
2015 Q1	$2.17M	Buy	70,630 +37,760	+115%	+$1.16M	1.03%	37
2014 Q4	$1M	Buy	32,870 +2,650	+9%	+$81.3K	0.48%	45
2014 Q3	$927K	Buy	30,220 +12,250	+68%	+$377K	0.46%	45
2014 Q2	$554K	Buy	+17,970	New	+$553K	0.28%	52

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laidlaw Group's SPSB Position: Q2 2015 in Review

Laidlaw Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q2 2015, buying an estimated $280K and bringing the position to 79,770 shares worth $2.44M. The position accounts for 1.16% of the portfolio, ranked #36.

Laidlaw Group first reported a position in SPSB in Q2 2014 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold SPSB as of Q2 2015.

Laidlaw Group held 79,770 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.44M as of Q2 2015.
Laidlaw Group bought 9,140 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2015, an estimated $280K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.16% of Laidlaw Group's portfolio in Q2 2015, its #36 holding.
Laidlaw Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2014 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2015.

Based on Laidlaw Group's 13F filing for Q2 2015, filed 31 Jul 2015.