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

Wealthcare Capital 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
2016 Q4	–	Sell	-2,358	Closed	-$73K	–	212
2016 Q3	$73K	Hold	2,358	–	–	0.01%	63
2016 Q2	$73K	Buy	2,358 +505	+27%	+$15.5K	0.01%	62
2016 Q1	$57K	Sell	1,853 -258	-12%	-$7.85K	0.01%	75
2015 Q4	$64K	Sell	2,111 -24,780	-92%	-$756K	0.01%	77
2015 Q3	$821K	Sell	26,891 -54,871	-67%	-$1.68M	0.1%	16
2015 Q2	$2.5M	Buy	81,762 +92	+0.1%	+$2.82K	0.29%	8
2015 Q1	$2.51M	Sell	81,670 -758	-0.9%	-$23.2K	0.3%	8
2014 Q4	$2.52M	Hold	82,428	–	–	0.35%	8
2014 Q3	$2.53M	Sell	82,428 -2,354	-3%	-$72.4K	0.36%	7
2014 Q2	$2.61M	Hold	84,782	–	–	0.39%	7
2014 Q1	$2.61M	Buy	+84,782	New	+$2.61M	0.41%	7

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Wealthcare Capital Management's SPSB Position: Q4 2016 in Review

Wealthcare Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2016, closing a stake of 2,358 shares — an estimated $73K sold.

Wealthcare Capital Management first reported a position in SPSB in Q1 2014 and held it in 11 quarters. The position peaked at $2.61M in Q2 2014. 188 funds tracked by Wall St. Rank hold SPSB as of Q4 2016.

Wealthcare Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Wealthcare Capital Management sold 2,358 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2016, an estimated $73K.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 11 quarters.
Wealthcare Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.61M in Q2 2014.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2016.

Based on Wealthcare Capital Management's 13F filing for Q4 2016, filed 12 Jan 2017.