AAS
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Avantax Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Avantax Advisory Services’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
Q2 		$19M Buy
629,356
+48,585
+8% +$1.46M 0.1% 152
2025
Q1 		$17.5M Buy
580,771
+69,682
+14% +$2.09M 0.11% 147
2024
Q4 		$15.3M Buy
511,089
+44,378
+10% +$1.33M 0.1% 156
2024
Q3 		$14.1M Buy
466,711
+37,242
+9% +$1.12M 0.09% 165
2024
Q2 		$12.8M Buy
429,469
+67,548
+19% +$2M 0.09% 168
2024
Q1 		$10.8M Buy
361,921
+26,045
+8% +$775K 0.1% 162
2023
Q4 		$10M Buy
335,876
+43,033
+15% +$1.27M 0.1% 165
2023
Q3 		$8.59M Sell
292,843
-19,298
-6% -$567K 0.1% 168
2023
Q2 		$9.19M Buy
312,141
+20,362
+7% +$601K 0.11% 155
2023
Q1 		$8.65M Buy
291,779
+11,312
+4% +$334K 0.11% 153
2022
Q4 		$8.24M Sell
280,467
-1,425
-0.5% -$41.7K 0.11% 155
2022
Q3 		$8.24M Sell
281,892
-20,530
-7% -$609K 0.13% 128
2022
Q2 		$8.99M Sell
302,422
-7,221
-2% -$216K 0.14% 124
2022
Q1 		$9.33M Buy
309,643
+974
+0.3% +$29.7K 0.13% 119
2021
Q4 		$9.56M Buy
308,669
+26,986
+10% +$838K 0.14% 114
2021
Q3 		$8.81M Buy
281,683
+5,969
+2% +$187K 0.15% 106
2021
Q2 		$8.64M Buy
275,714
+19,593
+8% +$613K 0.16% 105
2021
Q1 		$8.02M Buy
256,121
+5,557
+2% +$174K 0.17% 101
2020
Q4 		$7.87M Sell
250,564
-25,207
-9% -$791K 0.19% 91
2020
Q3 		$8.66M Buy
275,771
+78,140
+40% +$2.45M 0.14% 124
2020
Q2 		$6.2M Buy
197,631
+5,918
+3% +$183K 0.18% 91
2020
Q1 		$5.79M Buy
191,713
+24,351
+15% +$744K 0.17% 90
2019
Q4 		$5.16M Buy
+167,362
New +$5.16M 0.12% 113

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's SPSB Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.4% in Q2 2025, buying an estimated $1.46M and bringing the position to 629,356 shares worth $19M. The position accounts for 0.1% of the portfolio, ranked #152.

Avantax Advisory Services first reported a position in SPSB in Q4 2019 and has held it in 23 quarters since. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Avantax Advisory Services held 629,356 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $19M as of Q2 2025.
  • Avantax Advisory Services bought 48,585 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $1.46M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #152 holding.
  • Avantax Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.