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21 West Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

21 West Wealth 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
2025
Q4 		– Sell
-23,000
Closed -$697K – 64
2025
Q3 		$697K Sell
23,000
-40,722
-64% -$1.23M 0.66% 37
2025
Q2 		$1.92M Buy
+63,722
New +$1.91M 1.94% 20

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

21 West Wealth Management's SPSB Position: Q4 2025 in Review

21 West Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 23,000 shares — an estimated $697K sold.

21 West Wealth Management first reported a position in SPSB in Q2 2025 and held it in 2 quarters. The position peaked at $1.92M in Q2 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • 21 West Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • 21 West Wealth Management sold 23,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $697K.
  • 21 West Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • 21 West Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.92M in Q2 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on 21 West Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.