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

WealthPLAN Partners’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
Q3 		– Sell
-3,465
Closed -$107 – 1066
2016
Q2 		$107 Buy
+3,465
New +$106K ﹤0.01% 2431

Other funds holding SPSB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

WealthPLAN Partners's SPSB Position: Q3 2016 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2016, closing a stake of 3,465 shares — an estimated $107 sold.

WealthPLAN Partners first reported a position in SPSB in Q2 2016 and held it in 1 quarter. The position peaked at $107 in Q2 2016. 189 funds tracked by Wall St. Rank hold SPSB as of Q3 2016.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 3,465 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2016, an estimated $107.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $107 in Q2 2016.
  • 189 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.