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

Berkshire 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 Q4	–	Sell	-66,019	Closed	-$2M	–	300
2025 Q3	$2M	Sell	66,019 -176	-0.3%	-$5.31K	0.09%	115
2025 Q2	$2M	Sell	66,195 -44	-0.1%	-$1.32K	0.09%	110
2025 Q1	$1.98M	Buy	66,239 +3,900	+6%	+$117K	0.1%	108
2024 Q4	$1.87M	Buy	62,339 +5,949	+11%	+$178K	0.09%	110
2024 Q3	$1.67M	Hold	56,390	–	–	0.09%	108
2024 Q2	$1.67M	Buy	+56,390	New	+$1.67M	0.08%	109
2019 Q4	–	Sell	-13,381	Closed	-$413K	–	220
2019 Q3	$413K	Buy	+13,381	New	+$412K	0.04%	149
2019 Q2	–	Sell	-12,756	Closed	-$390K	–	227
2019 Q1	$390K	Buy	12,756 +2,419	+23%	+$73.4K	0.03%	161
2018 Q4	$312K	Buy	10,337 +1,778	+21%	+$53.5K	0.03%	174
2018 Q3	$258K	Buy	+8,559	New	+$258K	0.02%	201

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Berkshire Asset Management's SPSB Position: Q4 2025 in Review

Berkshire Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 66,019 shares — an estimated $2M sold.

Berkshire Asset Management first reported a position in SPSB in Q3 2018 and held it in 10 quarters. The position peaked at $2M in Q3 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

Berkshire Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 66,019 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $2M.
Berkshire Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and held it in 10 quarters.
Berkshire Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2M in Q3 2025.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.