Proficio Capital Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Proficio Capital Partners’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
2018 Q3	–	Sell	-2,465	Closed	-$74K	–	1298
2018 Q2	$74K	Buy	+2,465	New	+$74.3K	0.03%	263
2017 Q1	–	Sell	-3,028	Closed	-$92K	–	1359
2016 Q4	$92K	Buy	3,028 +1,393	+85%	+$42.6K	0.04%	187
2016 Q3	$50K	Hold	1,635	–	–	0.03%	278
2016 Q2	$50K	Buy	+1,635	New	+$50.1K	0.03%	270

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CSIA

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HCC

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Proficio Capital Partners's SPSB Position: Q3 2018 in Review

Proficio Capital Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2018, closing a stake of 2,465 shares — an estimated $74K sold.

Proficio Capital Partners first reported a position in SPSB in Q2 2016 and held it in 4 quarters. The position peaked at $92K in Q4 2016. 282 funds tracked by Wall St. Rank hold SPSB as of Q3 2018.

Proficio Capital Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Proficio Capital Partners sold 2,465 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2018, an estimated $74K.
Proficio Capital Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 4 quarters.
Proficio Capital Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $92K in Q4 2016.
282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2018.

Based on Proficio Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.