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

Linscomb Wealth’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 Q4	–	Sell	-9,539	Closed	-$291K	–	263
2015 Q3	$291K	Hold	9,539	–	–	0.03%	210
2015 Q2	$292K	Hold	9,539	–	–	0.03%	227
2015 Q1	$293K	Sell	9,539 -743	-7%	-$22.8K	0.03%	223
2014 Q4	$314K	Hold	10,282	–	–	0.03%	215
2014 Q3	$315K	Hold	10,282	–	–	0.03%	215
2014 Q2	$317K	Sell	10,282 -422	-4%	-$13K	0.03%	217
2014 Q1	$329K	Buy	+10,704	New	+$329K	0.04%	198

Other funds holding SPSB

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

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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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