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

Bray Capital 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
2024 Q4	$1.79K	Hold	60	–	–	﹤0.01%	249
2024 Q3	$1.82K	Hold	60	–	–	﹤0.01%	250
2024 Q2	$1.78K	Hold	60	–	–	﹤0.01%	248
2024 Q1	$1.79K	Hold	60	–	–	﹤0.01%	255
2023 Q4	$1.79K	Hold	60	–	–	﹤0.01%	252
2023 Q3	$1.76K	Hold	60	–	–	﹤0.01%	252
2023 Q2	$1.77K	Hold	60	–	–	﹤0.01%	253
2023 Q1	$1.78K	Hold	60	–	–	﹤0.01%	259
2022 Q4	$1.76K	Hold	60	–	–	﹤0.01%	258
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	281
2022 Q2	$2K	Sell	60 -4,080	-99%	-$122K	﹤0.01%	265
2022 Q1	$125K	Hold	4,140	–	–	0.03%	154
2021 Q4	$128K	Buy	4,140 +4,080	+6,800%	+$127K	0.03%	158
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	267
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	263
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	264
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	262
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	256
2020 Q2	$2K	Sell	60 -35	-37%	-$1.08K	﹤0.01%	255
2020 Q1	$3K	Sell	95 -550	-85%	-$16.8K	﹤0.01%	255
2019 Q4	$20K	Hold	645	–	–	0.01%	224
2019 Q3	$20K	Hold	645	–	–	0.01%	224
2019 Q2	$20K	Hold	645	–	–	0.01%	236
2019 Q1	$20K	Hold	645	–	–	0.01%	232
2018 Q4	$19K	Hold	645	–	–	0.01%	236
2018 Q3	$19K	Sell	645 -235	-27%	-$7.09K	0.01%	241
2018 Q2	$27K	Hold	880	–	–	0.01%	262
2018 Q1	$27K	Buy	+880	New	+$26.6K	0.01%	254
2015 Q4	–	Sell	-3,755	Closed	-$115K	–	280
2015 Q3	$115K	Sell	3,755 -115	-3%	-$3.51K	0.07%	158
2015 Q2	$118K	Buy	+3,870	New	+$119K	0.07%	156

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bray Capital Advisors's SPSB Position: Q4 2024 in Review

Bray Capital Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q4 2024 at 60 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Bray Capital Advisors first reported a position in SPSB in Q2 2015 and has held it in 30 quarters since. The position peaked at $128K in Q4 2021. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Bray Capital Advisors held 60 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.79K as of Q4 2024.
Bray Capital Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #249 holding.
Bray Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $128K in Q4 2021.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.