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

Trutina Financial’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
2014
Q2 		– Sell
-1,805
Closed -$56K – 224
2014
Q1 		$56K Buy
+1,805
New +$55.5K 0.04% 114

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 $295B AUM 31.6% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trutina Financial's SPSB Position: Q2 2014 in Review

Trutina Financial sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2014, closing a stake of 1,805 shares — an estimated $56K sold.

Trutina Financial first reported a position in SPSB in Q1 2014 and held it in 1 quarter. The position peaked at $56K in Q1 2014. 126 funds tracked by Wall St. Rank hold SPSB as of Q2 2014.

  • Trutina Financial reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 1,805 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2014, an estimated $56K.
  • Trutina Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $56K in Q1 2014.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.