SFA
SPSB icon

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

Sequoia Financial 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
2016
Q3 		– Sell
-6,535
Closed -$201K – 275
2016
Q2 		$201K Sell
6,535
-2,483
-28% -$76.1K 0.06% 232
2016
Q1 		$276K Buy
9,018
+247
+3% +$7.51K 0.09% 148
2015
Q4 		$267K Sell
8,771
-366
-4% -$11.2K 0.11% 136
2015
Q3 		$279K Sell
9,137
-3,225
-26% -$98.5K 0.12% 127
2015
Q2 		$378K Buy
12,362
+460
+4% +$14.1K 0.16% 113
2015
Q1 		$366K Buy
11,902
+1,526
+15% +$46.8K 0.17% 112
2014
Q4 		$317K Buy
+10,376
New +$318K 0.22% 99
2014
Q3 		– Sell
-7,557
Closed -$233K – 181
2014
Q2 		$233K Sell
7,557
-88
-1% -$2.71K 0.18% 137
2014
Q1 		$235K Buy
7,645
+178
+2% +$5.47K 0.2% 134
2013
Q4 		$229K Buy
+7,467
New +$230K 0.19% 125

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return