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

Lyell Wealth Management’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 Q4	–	Sell	-8,804	Closed	-$270K	–	111
2017 Q3	$270K	Hold	8,804	–	–	0.12%	96
2017 Q2	$270K	Hold	8,804	–	–	0.13%	91
2017 Q1	$269K	Hold	8,804	–	–	0.15%	88
2016 Q4	$269K	Buy	+8,804	New	+$269K	0.17%	84

Other funds holding SPSB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lyell Wealth Management's SPSB Position: Q4 2017 in Review

Lyell Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2017, closing a stake of 8,804 shares — an estimated $270K sold.

Lyell Wealth Management first reported a position in SPSB in Q4 2016 and held it in 4 quarters. The position peaked at $270K in Q3 2017. 228 funds tracked by Wall St. Rank hold SPSB as of Q4 2017.

Lyell Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Lyell Wealth Management sold 8,804 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2017, an estimated $270K.
Lyell Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Lyell Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $270K in Q3 2017.
228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2017.

Based on Lyell Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.