WFG Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

WFG Advisors’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 Q1	–	Sell	-1,690	Closed	-$51K	–	1672
2015 Q4	$51K	Buy	1,690 +494	+41%	+$15.1K	0.02%	655
2015 Q3	$36K	Buy	1,196 +821	+219%	+$25.1K	0.01%	740
2015 Q2	$11K	Buy	+375	New	+$11.5K	﹤0.01%	1168
2015 Q1	–	Sell	-204	Closed	-$6K	–	2063
2014 Q4	$6K	Buy	204 +4	+2%	+$123	﹤0.01%	1609
2014 Q3	$6K	Hold	200	–	–	﹤0.01%	1628
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	1621
2014 Q1	$6K	Buy	+200	New	+$6.15K	﹤0.01%	1597

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFG Advisors's SPSB Position: Q1 2016 in Review

WFG Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2016, closing a stake of 1,690 shares — an estimated $51K sold.

WFG Advisors first reported a position in SPSB in Q1 2014 and held it in 7 quarters. The position peaked at $51K in Q4 2015. 172 funds tracked by Wall St. Rank hold SPSB as of Q1 2016.

WFG Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
WFG Advisors sold 1,690 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2016, an estimated $51K.
WFG Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 7 quarters.
WFG Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $51K in Q4 2015.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.