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

MinichMacGregor 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
2016
Q1 		– Sell
-3,508
Closed -$107K – 479
2015
Q4 		$107K Buy
+3,508
New +$107K 0.1% 57

Other funds holding SPSB

WIM
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MinichMacGregor Wealth Management's SPSB Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2016, closing a stake of 3,508 shares — an estimated $107K sold.

MinichMacGregor Wealth Management first reported a position in SPSB in Q4 2015 and held it in 1 quarter. The position peaked at $107K in Q4 2015. 172 funds tracked by Wall St. Rank hold SPSB as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,508 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2016, an estimated $107K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $107K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.