MSI Financial Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

MSI Financial Services’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	3524
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	3532
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	3552
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	3577
2015 Q4	$2K	Hold	75	–	–	﹤0.01%	3478
2015 Q3	$2K	Hold	75	–	–	﹤0.01%	2791
2015 Q2	$2K	Hold	75	–	–	﹤0.01%	2790
2015 Q1	$2K	Buy	+75	New	+$2.46K	﹤0.01%	2764

Other funds holding SPBO

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MSI Financial Services's SPBO Position: Q4 2016 in Review

MSI Financial Services held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q4 2016 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

MSI Financial Services first reported a position in SPBO in Q1 2015 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold SPBO as of Q4 2016.

MSI Financial Services held 75 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2K as of Q4 2016.
MSI Financial Services left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q4 2016.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3524 holding.
MSI Financial Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2015 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.