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B. Riley Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

B. Riley Wealth 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
2025
Q1 		– Sell
-41,719
Closed -$1.25M – 1412
2024
Q4 		$1.25M Sell
41,719
-2,866
-6% -$85.9K 0.04% 387
2024
Q3 		$1.35M Sell
44,585
-2,558
-5% -$76.7K 0.04% 419
2024
Q2 		$1.4M Buy
47,143
+34,829
+283% +$1.03M 0.04% 436
2024
Q1 		$361K Sell
12,314
-27,266
-69% -$811K 0.01% 956
2023
Q4 		$1.18M Buy
39,580
+27,266
+221% +$802K 0.03% 477
2023
Q3 		$361K Sell
12,314
-2,308
-16% -$67.8K 0.01% 956
2023
Q2 		$430K Buy
14,622
+260
+2% +$7.68K 0.01% 933
2023
Q1 		$426K Sell
14,362
-2,190
-13% -$64.6K 0.01% 879
2022
Q4 		$486K Sell
16,552
-2,839
-15% -$83.1K 0.01% 797
2022
Q3 		$567K Buy
19,391
+11,575
+148% +$344K 0.02% 698
2022
Q2 		$233K Buy
+7,816
New +$234K 0.01% 975
2021
Q2 		– Sell
-6,572
Closed -$206K – 1453
2021
Q1 		$206K Buy
+6,572
New +$206K 0.01% 1183

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

B. Riley Wealth Advisors's SPSB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 41,719 shares — an estimated $1.25M sold.

B. Riley Wealth Advisors first reported a position in SPSB in Q1 2021 and held it in 12 quarters. The position peaked at $1.4M in Q2 2024. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 41,719 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $1.25M.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.4M in Q2 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.