PSW
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Portfolio Strategies (Washington)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q3 		– Sell
-7,064
Closed -$216K – 74
2017
Q2 		$216K Buy
+7,064
New +$216K 0.31% 30
2017
Q1 		– Sell
-7,370
Closed -$225K – 93
2016
Q4 		$225K Buy
+7,370
New +$225K 0.26% 33

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Portfolio Strategies (Washington)'s SPSB Position: Q3 2017 in Review

Portfolio Strategies (Washington) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2017, closing a stake of 7,064 shares — an estimated $216K sold.

Portfolio Strategies (Washington) first reported a position in SPSB in Q4 2016 and held it in 2 quarters. The position peaked at $225K in Q4 2016. 191 funds tracked by Wall St. Rank hold SPSB as of Q3 2017.

  • Portfolio Strategies (Washington) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 7,064 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2017, an estimated $216K.
  • Portfolio Strategies (Washington) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $225K in Q4 2016.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2017, filed 14 Nov 2017.