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	–	509
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	–	407
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

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 $376B AUM 19.32% 1-Year Est. Return

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

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

Baird Financial Group

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return