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Rushmore Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$1.71M Buy
+55,785
New +$1.72M 0.35% 91

Other funds holding SPSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rushmore Investment Advisors's SPSB Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2013: 55,785 shares worth $1.71M. The stake represents 0.35% of the portfolio and ranks #91 among its holdings.

93 funds tracked by Wall St. Rank hold SPSB as of Q2 2013.

  • Rushmore Investment Advisors held 55,785 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.71M as of Q2 2013.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Rushmore Investment Advisors position in Q2 2013.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.35% of Rushmore Investment Advisors's portfolio in Q2 2013, its #91 holding.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.