MGIA
SPSB icon

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

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return