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

Peak Financial 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 Q3	–	Sell	-9,363	Closed	-$288K	–	32
2016 Q2	$288K	Buy	+9,363	New	+$287K	0.13%	26
2015 Q4	$345K	Buy	+11,356	New	+$347K	0.16%	21

Other funds holding SPSB

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

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

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

Peak Financial Management's SPSB Position: Q3 2016 in Review

Peak Financial Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2016, closing a stake of 9,363 shares — an estimated $288K sold.

Peak Financial Management first reported a position in SPSB in Q4 2015 and held it in 2 quarters. The position peaked at $345K in Q4 2015. 189 funds tracked by Wall St. Rank hold SPSB as of Q3 2016.

Peak Financial Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Peak Financial Management sold 9,363 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2016, an estimated $288K.
Peak Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
Peak Financial Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $345K in Q4 2015.
189 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2016.

Based on Peak Financial Management's 13F filing for Q3 2016, filed 16 Dec 2016.