Pinnacle Summer Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Pinnacle Summer Investments’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	$5K	Buy	+172	New	+$5.25K	﹤0.01%	630

Other funds holding SPSB

WIM

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

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

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

SMM

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

BWM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

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

Pinnacle Summer Investments's SPSB Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2015: 172 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings.

173 funds tracked by Wall St. Rank hold SPSB as of Q4 2015.

Pinnacle Summer Investments held 172 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5K as of Q4 2015.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Pinnacle Summer Investments position in Q4 2015.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #630 holding.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.