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

Ranch 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
2021 Q4	–	Sell	-961	Closed	-$30K	–	516
2021 Q3	$30K	Sell	961 -635	-40%	-$19.9K	0.02%	326
2021 Q2	$49K	Sell	1,596 -3,878	-71%	-$121K	0.03%	314
2021 Q1	$171K	Sell	5,474 -1,470	-21%	-$46.1K	0.11%	167
2020 Q4	$218K	Sell	6,944 -17,418	-71%	-$546K	0.16%	136
2020 Q3	$773K	Buy	24,362 +180	+0.7%	+$5.65K	0.62%	46
2020 Q2	$759K	Buy	24,182 +3,114	+15%	+$96.5K	0.6%	48
2020 Q1	$637K	Sell	21,068 -2,865	-12%	-$87.6K	0.63%	40
2019 Q4	$738K	Buy	23,933 +2,459	+11%	+$75.8K	0.6%	38
2019 Q3	$662K	Buy	+21,474	New	+$661K	0.71%	36

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 $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

Ranch Capital Advisors's SPSB Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2021, closing a stake of 961 shares — an estimated $30K sold.

Ranch Capital Advisors first reported a position in SPSB in Q3 2019 and held it in 9 quarters. The position peaked at $773K in Q3 2020. 490 funds tracked by Wall St. Rank hold SPSB as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 961 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2021, an estimated $30K.
Ranch Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $773K in Q3 2020.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.