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

Placemark 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
2014
Q4 		$1.91M Sell
62,546
-864
-1% -$26.5K 0.03% 582
2014
Q3 		$1.95M Buy
63,410
+7,492
+13% +$230K 0.04% 562
2014
Q2 		$1.72M Buy
55,918
+8,010
+17% +$247K 0.03% 632
2014
Q1 		$1.47M Buy
+47,908
New +$1.47M 0.03% 643
2013
Q4 		– Sell
-6,795
Closed -$209K – 1658
2013
Q3 		$209K Buy
+6,795
New +$208K ﹤0.01% 1469

Other funds holding SPSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Placemark Investments's SPSB Position: Q4 2014 in Review

Placemark Investments reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.4% in Q4 2014, selling an estimated $26.5K and leaving 62,546 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #582.

Placemark Investments first reported a position in SPSB in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.95M in Q3 2014. 140 funds tracked by Wall St. Rank hold SPSB as of Q4 2014.

  • Placemark Investments held 62,546 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.91M as of Q4 2014.
  • Placemark Investments sold 864 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2014, an estimated $26.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #582 holding.
  • Placemark Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and has held it in 5 quarters since.
  • Placemark Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.95M in Q3 2014.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.