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

Vector 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
2013
Q3 		– Sell
-22,190
Closed -$679K – 65
2013
Q2 		$679K Buy
+22,190
New +$682K 0.5% 18

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Vector Wealth Management's SPSB Position: Q3 2013 in Review

Vector Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2013, closing a stake of 22,190 shares — an estimated $679K sold.

Vector Wealth Management first reported a position in SPSB in Q2 2013 and held it in 1 quarter. The position peaked at $679K in Q2 2013. 97 funds tracked by Wall St. Rank hold SPSB as of Q3 2013.

  • Vector Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Vector Wealth Management sold 22,190 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2013, an estimated $679K.
  • Vector Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Vector Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $679K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2013.

Based on Vector Wealth Management's 13F filing for Q3 2013, filed 19 Jan 2017.