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

YorkBridge Wealth 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
2019 Q3	–	Sell	-2,161	Closed	-$67K	–	571
2019 Q2	$67K	Buy	2,161 +88	+4%	+$2.69K	0.03%	343
2019 Q1	$63K	Buy	2,073 +96	+5%	+$2.91K	0.03%	339
2018 Q4	$60K	Hold	1,977	–	–	0.03%	313
2018 Q3	$60K	Buy	1,977 +134	+7%	+$4.04K	0.03%	342
2018 Q2	$56K	Buy	1,843 +9	+0.5%	+$271	0.02%	355
2018 Q1	$55K	Hold	1,834	–	–	0.03%	362
2017 Q4	$56K	Buy	1,834 +243	+15%	+$7.42K	0.03%	365
2017 Q3	$49K	Hold	1,591	–	–	0.03%	377
2017 Q2	$49K	Buy	1,591 +56	+4%	+$1.72K	0.03%	376
2017 Q1	$47K	Buy	1,535 +105	+7%	+$3.21K	0.02%	382
2016 Q4	$44K	Buy	+1,430	New	+$43.7K	0.03%	372

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's SPSB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2019, closing a stake of 2,161 shares — an estimated $67K sold.

YorkBridge Wealth Partners first reported a position in SPSB in Q4 2016 and held it in 11 quarters. The position peaked at $67K in Q2 2019. 337 funds tracked by Wall St. Rank hold SPSB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,161 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2019, an estimated $67K.
YorkBridge Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $67K in Q2 2019.
337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.