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

Richardson Capital Management’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	–	Sell	-1,841	Closed	-$55.7K	–	148
2024 Q3	$55.7K	Buy	1,841 +23	+1%	+$690	0.04%	60
2024 Q2	$54K	Buy	1,818 +22	+1%	+$652	0.04%	62
2024 Q1	$53.5K	Buy	1,796 +14	+0.8%	+$417	0.04%	59
2023 Q4	$53.1K	Buy	+1,782	New	+$52.4K	0.05%	56

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Richardson Capital Management's SPSB Position: Q4 2024 in Review

Richardson Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 1,841 shares — an estimated $55.7K sold.

Richardson Capital Management first reported a position in SPSB in Q4 2023 and held it in 4 quarters. The position peaked at $55.7K in Q3 2024. 569 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Richardson Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Richardson Capital Management sold 1,841 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $55.7K.
Richardson Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Richardson Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $55.7K in Q3 2024.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Richardson Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.