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Wealth & Pension Services Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wealth & Pension Services Group’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
Q3 		$1.93M Buy
62,675
+406
+0.7% +$12.5K 1.4% 19
2019
Q2 		$1.92M Sell
62,269
-536
-0.9% -$16.4K 1.39% 18
2019
Q1 		$1.92M Buy
62,805
+1,257
+2% +$38.1K 1.49% 18
2018
Q4 		$1.85M Buy
+61,548
New +$1.85M 1.67% 16

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth & Pension Services Group's SPSB Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.65% in Q3 2019, buying an estimated $12.5K and bringing the position to 62,675 shares worth $1.93M. The position accounts for 1.4% of the portfolio, ranked #19.

Wealth & Pension Services Group first reported a position in SPSB in Q4 2018 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold SPSB as of Q3 2019.

  • Wealth & Pension Services Group held 62,675 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.93M as of Q3 2019.
  • Wealth & Pension Services Group bought 406 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2019, an estimated $12.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.4% of Wealth & Pension Services Group's portfolio in Q3 2019, its #19 holding.
  • Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.