Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q4	–	Sell	-500	Closed	-$15K	–	1173
2018 Q3	$15K	Buy	+500	New	+$15.1K	﹤0.01%	959
2013 Q3	–	Sell	-13,885	Closed	-$425K	–	279
2013 Q2	$425K	Buy	+13,885	New	+$427K	0.07%	166

Other funds holding SPSB

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

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

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

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

Wilbanks Smith & Thomas Asset Management's SPSB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2018, closing a stake of 500 shares — an estimated $15K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPSB in Q2 2013 and held it in 2 quarters. The position peaked at $425K in Q2 2013. 303 funds tracked by Wall St. Rank hold SPSB as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 500 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2018, an estimated $15K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $425K in Q2 2013.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.