TWM
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TLW Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

TLW Wealth Management’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
-59,274
Closed -$1.79M – 36
2018
Q4 		$1.79M Buy
+59,274
New +$1.78M 1.85% 7

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
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
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 $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TLW Wealth Management's SPSB Position: Q1 2019 in Review

TLW Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2019, closing a stake of 59,274 shares — an estimated $1.79M sold.

TLW Wealth Management first reported a position in SPSB in Q4 2018 and held it in 1 quarter. The position peaked at $1.79M in Q4 2018. 326 funds tracked by Wall St. Rank hold SPSB as of Q1 2019.

  • TLW Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 59,274 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2019, an estimated $1.79M.
  • TLW Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.79M 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 TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.