Planning Directions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Planning Directions’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
2019 Q1	–	Sell	-8,314	Closed	-$251K	–	55
2018 Q4	$251K	Buy	8,314 +76	+0.9%	+$2.29K	0.31%	43
2018 Q3	$249K	Buy	8,238 +52	+0.6%	+$1.57K	0.23%	45
2018 Q2	$247K	Buy	8,186 +42	+0.5%	+$1.27K	0.24%	45
2018 Q1	$246K	Buy	+8,144	New	+$247K	0.24%	47

Other funds holding SPSB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Directions's SPSB Position: Q1 2019 in Review

Planning Directions sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2019, closing a stake of 8,314 shares — an estimated $251K sold.

Planning Directions first reported a position in SPSB in Q1 2018 and held it in 4 quarters. The position peaked at $251K in Q4 2018. 326 funds tracked by Wall St. Rank hold SPSB as of Q1 2019.

Planning Directions reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Planning Directions sold 8,314 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2019, an estimated $251K.
Planning Directions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 4 quarters.
Planning Directions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $251K in Q4 2018.
326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2019.

Based on Planning Directions's 13F filing for Q1 2019, filed 3 Apr 2019.