Matthew Goff Investment Advisor’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Matthew Goff Investment Advisor’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
2021 Q3	–	Sell	-8,115	Closed	-$254K	–	92
2021 Q2	$254K	Sell	8,115 -817	-9%	-$25.6K	0.06%	80
2021 Q1	$280K	Hold	8,932	–	–	0.08%	79
2020 Q4	$280K	Sell	8,932 -413	-4%	-$13K	0.08%	73
2020 Q3	$293K	Hold	9,345	–	–	0.09%	68
2020 Q2	$293K	Buy	+9,345	New	+$290K	0.1%	67
2018 Q4	–	Sell	-13,225	Closed	-$399K	–	61
2018 Q3	$399K	Buy	13,225 +10,239	+343%	+$309K	0.16%	57
2018 Q2	$810K	Sell	2,986 -12,534	-81%	-$378K	0.32%	47
2018 Q1	$469K	Sell	15,520 -607	-4%	-$18.4K	0.2%	55
2017 Q4	$491K	Sell	16,127 -1,650	-9%	-$50.4K	0.21%	53
2017 Q3	$545K	Buy	+17,777	New	+$545K	0.23%	53

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCC

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Matthew Goff Investment Advisor's SPSB Position: Q3 2021 in Review

Matthew Goff Investment Advisor sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2021, closing a stake of 8,115 shares — an estimated $254K sold.

Matthew Goff Investment Advisor first reported a position in SPSB in Q3 2017 and held it in 10 quarters. The position peaked at $810K in Q2 2018. 433 funds tracked by Wall St. Rank hold SPSB as of Q3 2021.

Matthew Goff Investment Advisor reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Matthew Goff Investment Advisor sold 8,115 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2021, an estimated $254K.
Matthew Goff Investment Advisor first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2017 and held it in 10 quarters.
Matthew Goff Investment Advisor's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $810K in Q2 2018.
433 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2021.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2021, filed 12 Oct 2021.