WAM
SPSB icon

Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,247
Closed -$99K – 1790
2019
Q1 		$99K Hold
3,247
– – 0.01% 646
2018
Q4 		$98K Buy
+3,247
New +$97.6K 0.01% 607

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPSB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2019, closing a stake of 3,247 shares — an estimated $99K sold.

Wealthspire Advisors (Maryland) first reported a position in SPSB in Q4 2018 and held it in 2 quarters. The position peaked at $99K in Q1 2019. 323 funds tracked by Wall St. Rank hold SPSB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,247 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2019, an estimated $99K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $99K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.