Bellwether Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bellwether 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 Q3	–	Sell	-117	Closed	-$3.53K	–	508
2025 Q2	$3.53K	Hold	117	–	–	﹤0.01%	453
2025 Q1	$3.52K	Hold	117	–	–	﹤0.01%	398
2024 Q4	$3.49K	Buy	+117	New	+$3.51K	﹤0.01%	409
2023 Q2	–	Sell	-117	Closed	-$3.47K	–	389
2023 Q1	$3.47K	Sell	117 -109	-48%	-$3.21K	﹤0.01%	323
2022 Q4	$6.64K	Hold	226	–	–	﹤0.01%	296
2022 Q3	$6K	Hold	226	–	–	﹤0.01%	312
2022 Q2	$6K	Hold	226	–	–	﹤0.01%	271
2022 Q1	$6K	Hold	226	–	–	﹤0.01%	347
2021 Q4	$6K	Hold	226	–	–	﹤0.01%	378
2021 Q3	$7K	Hold	226	–	–	﹤0.01%	338
2021 Q2	$7K	Sell	226 -25	-10%	-$783	﹤0.01%	295
2021 Q1	$7K	Hold	251	–	–	﹤0.01%	280
2020 Q4	$7K	Buy	+251	New	+$7.87K	﹤0.01%	255

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Advisors's SPSB Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 117 shares — an estimated $3.53K sold.

Bellwether Advisors first reported a position in SPSB in Q4 2020 and held it in 13 quarters. The position peaked at $7K in Q3 2021. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 117 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $3.53K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7K in Q3 2021.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.