WLIM
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White Lighthouse Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

White Lighthouse Investment 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
2018
Q1 		– Sell
-36,514
Closed -$1.11M – 121
2017
Q4 		$1.11M Buy
+36,514
New +$1.12M 0.64% 39

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

White Lighthouse Investment Management's SPSB Position: Q1 2018 in Review

White Lighthouse Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2018, closing a stake of 36,514 shares — an estimated $1.11M sold.

White Lighthouse Investment Management first reported a position in SPSB in Q4 2017 and held it in 1 quarter. The position peaked at $1.11M in Q4 2017. 254 funds tracked by Wall St. Rank hold SPSB as of Q1 2018.

  • White Lighthouse Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 36,514 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2018, an estimated $1.11M.
  • White Lighthouse Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • White Lighthouse Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.11M in Q4 2017.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2018.

Based on White Lighthouse Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.