Yorktown Management & Research Company’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Yorktown Management & Research Company’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,200	Closed	-$357K	–	361
2016 Q1	$357K	Hold	11,200	–	–	0.07%	157
2015 Q4	$347K	Hold	11,200	–	–	0.06%	200
2015 Q3	$353K	Buy	+11,200	New	+$353K	0.06%	202

Other funds holding SPBO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yorktown Management & Research Company's SPBO Position: Q2 2016 in Review

Yorktown Management & Research Company sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2016, closing a stake of 11,200 shares — an estimated $357K sold.

Yorktown Management & Research Company first reported a position in SPBO in Q3 2015 and held it in 3 quarters. The position peaked at $357K in Q1 2016. 14 funds tracked by Wall St. Rank hold SPBO as of Q2 2016.

Yorktown Management & Research Company reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
Yorktown Management & Research Company sold 11,200 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2016, an estimated $357K.
Yorktown Management & Research Company first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
Yorktown Management & Research Company's State Street SPDR Portfolio Corporate Bond ETF position peaked at $357K in Q1 2016.
14 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2016.

Based on Yorktown Management & Research Company's 13F filing for Q2 2016, filed 12 Aug 2016.