BAM
SPSB icon

Belpointe Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-10,507
Closed -$317K – 1026
2024
Q4 		$317K Buy
10,507
+8
+0.1% +$240 0.02% 635
2024
Q3 		$318K Buy
10,499
+1,183
+13% +$35.5K 0.02% 647
2024
Q2 		$277K Sell
9,316
-5,285
-36% -$157K 0.02% 614
2024
Q1 		$435K Buy
14,601
+400
+3% +$11.9K 0.03% 470
2023
Q4 		$423K Sell
14,201
-46,147
-76% -$1.36M 0.04% 416
2023
Q3 		$1.77M Buy
60,348
+23,802
+65% +$699K 0.18% 113
2023
Q2 		$1.08M Sell
36,546
-68,363
-65% -$2.02M 0.11% 172
2023
Q1 		$3.11M Buy
104,909
+52,929
+102% +$1.56M 0.17% 118
2022
Q4 		$1.53M Buy
51,980
+29,153
+128% +$853K 0.09% 224
2022
Q3 		$667K Sell
22,827
-1,773
-7% -$52.6K 0.05% 407
2022
Q2 		$731K Buy
24,600
+10,018
+69% +$299K 0.05% 372
2022
Q1 		$439K Sell
14,582
-2,212
-13% -$67.5K 0.03% 585
2021
Q4 		$520K Sell
16,794
-184
-1% -$5.71K 0.03% 505
2021
Q3 		$531K Buy
16,978
+440
+3% +$13.8K 0.04% 491
2021
Q2 		$518K Sell
16,538
-30
-0.2% -$939 0.04% 486
2021
Q1 		$519K Sell
16,568
-2,098
-11% -$65.8K 0.04% 428
2020
Q4 		$586K Buy
18,666
+8,141
+77% +$255K 0.05% 365
2020
Q3 		$330K Buy
10,525
+1,187
+13% +$37.2K 0.04% 409
2020
Q2 		$293K Sell
9,338
-4,913
-34% -$152K 0.04% 412
2020
Q1 		$431K Buy
14,251
+9,439
+196% +$289K 0.08% 264
2019
Q4 		$148K Buy
4,812
+77
+2% +$2.37K 0.02% 638
2019
Q3 		$146K Buy
4,735
+540
+13% +$16.6K 0.02% 565
2019
Q2 		$129K Buy
+4,195
New +$128K 0.03% 521
2019
Q1 		– Sell
-11,483
Closed -$346K – 553
2018
Q4 		$346K Sell
11,483
-14,085
-55% -$424K 0.09% 252
2018
Q3 		$772K Sell
25,568
-3,494
-12% -$105K 0.12% 170
2018
Q2 		$877K Buy
29,062
+21,678
+294% +$654K 0.25% 76
2018
Q1 		$223K Buy
+7,384
New +$224K 0.07% 292

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

Belpointe Asset Management's SPSB Position: Q1 2025 in Review

Belpointe Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 10,507 shares — an estimated $317K sold.

Belpointe Asset Management first reported a position in SPSB in Q1 2018 and held it in 27 quarters. The position peaked at $3.11M in Q1 2023. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Belpointe Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 10,507 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $317K.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and held it in 27 quarters.
  • Belpointe Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.11M in Q1 2023.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.