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

Baker Tilly 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
Q2 		– Sell
-6,683
Closed -$201K – 246
2025
Q1 		$201K Sell
6,683
-853
-11% -$25.6K 0.08% 231
2024
Q4 		$225K Buy
+7,536
New +$226K 0.09% 218
2024
Q3 		– Sell
-7,402
Closed -$220K – 283
2024
Q2 		$220K Sell
7,402
-8,884
-55% -$263K 0.09% 252
2024
Q1 		$485K Sell
16,286
-10,711
-40% -$319K 0.09% 258
2023
Q4 		$804K Buy
26,997
+8,898
+49% +$262K 0.13% 172
2023
Q3 		$531K Sell
18,099
-3,195
-15% -$93.8K 0.09% 242
2023
Q2 		$627K Buy
21,294
+1,221
+6% +$36K 0.07% 285
2023
Q1 		$595K Buy
20,073
+2,294
+13% +$67.7K 0.07% 292
2022
Q4 		$522K Sell
17,779
-565
-3% -$16.5K 0.06% 313
2022
Q3 		$536K Buy
18,344
+2,380
+15% +$70.7K 0.07% 277
2022
Q2 		$475K Buy
15,964
+1,675
+12% +$50.1K 0.06% 320
2022
Q1 		$431K Buy
+14,289
New +$436K 0.05% 375
2021
Q2 		– Sell
-8,359
Closed -$262K – 510
2021
Q1 		$262K Buy
8,359
+172
+2% +$5.39K 0.05% 391
2020
Q4 		$257K Buy
+8,187
New +$257K 0.08% 275

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baker Tilly Wealth Management's SPSB Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 6,683 shares — an estimated $201K sold.

Baker Tilly Wealth Management first reported a position in SPSB in Q4 2020 and held it in 14 quarters. The position peaked at $804K in Q4 2023. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,683 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $201K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $804K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.