WI
SPSB icon

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

WBI Investments’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
2017
Q1 		– Sell
-2,154,151
Closed -$65.8M – 367
2016
Q4 		$65.8M Buy
+2,154,151
New +$65.9M 2.83% 4
2013
Q3 		– Sell
-713,605
Closed -$21.8M – 132
2013
Q2 		$21.8M Buy
+713,605
New +$21.9M 1.57% 23

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

WBI Investments's SPSB Position: Q1 2017 in Review

WBI Investments sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2017, closing a stake of 2,154,151 shares — an estimated $65.8M sold.

WBI Investments first reported a position in SPSB in Q2 2013 and held it in 2 quarters. The position peaked at $65.8M in Q4 2016. 201 funds tracked by Wall St. Rank hold SPSB as of Q1 2017.

  • WBI Investments reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 2,154,151 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2017, an estimated $65.8M.
  • WBI Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • WBI Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $65.8M in Q4 2016.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.