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

Veritable’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 Q1	–	Sell	-3,047	Closed	-$94K	–	997
2013 Q4	$94K	Sell	3,047 -6,778	-69%	-$208K	﹤0.01%	905
2013 Q3	$302K	Hold	9,825	–	–	0.01%	729
2013 Q2	$301K	Buy	+9,825	New	+$302K	0.01%	729

Other funds holding SPSB

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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return