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

Abich Financial 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 Q3	$661K	Buy	+21,816	New	+$658K	0.24%	24
2024 Q3	$24.8K	Sell	818 -4,610	-85%	-$138K	0.06%	138
2024 Q2	$161K	Buy	5,428 +1,668	+44%	+$49.4K	0.11%	61
2024 Q1	$112K	Sell	3,760 -2,871	-43%	-$85.4K	0.09%	77
2023 Q4	$197K	Buy	+6,631	New	+$195K	0.19%	20

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abich Financial Wealth Management's SPSB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025: 21,816 shares worth $661K. The stake represents 0.24% of the portfolio and ranks #24 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPSB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPSB in Q4 2023 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Abich Financial Wealth Management held 21,816 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $661K as of Q3 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.24% of Abich Financial Wealth Management's portfolio in Q3 2025, its #24 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.