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Better Money Decisions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Better Money Decisions’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 		$421K Buy
13,929
+1,148
+9% +$34.4K 0.26% 55
2025
Q1 		$385K Hold
12,781
– – 0.26% 56
2024
Q4 		$382K Buy
12,781
+3,349
+36% +$100K 0.26% 50
2024
Q3 		$286K Buy
9,432
+116
+1% +$3.48K 0.2% 55
2024
Q2 		$277K Buy
9,316
+112
+1% +$3.32K 0.21% 52
2024
Q1 		$274K Buy
9,204
+69
+0.8% +$2.05K 0.22% 54
2023
Q4 		$272K Sell
9,135
-4,370
-32% -$129K 0.23% 54
2023
Q3 		$396K Buy
13,505
+139
+1% +$4.08K 0.35% 38
2023
Q2 		$393K Buy
13,366
+121
+0.9% +$3.57K 0.32% 40
2023
Q1 		$392K Buy
13,245
+100
+0.8% +$2.95K 0.33% 41
2022
Q4 		$386K Buy
13,145
+15
+0.1% +$439 0.33% 43
2022
Q3 		$384K Buy
13,130
+5,289
+67% +$157K 0.37% 40
2022
Q2 		$233K Buy
7,841
+1,036
+15% +$31K 0.2% 54
2022
Q1 		$205K Sell
6,805
-5,808
-46% -$177K 0.19% 59
2021
Q4 		$391K Sell
12,613
-24,599
-66% -$764K 0.33% 44
2021
Q3 		$1.16M Buy
37,212
+186
+0.5% +$5.82K 0.96% 18
2021
Q2 		$1.16M Buy
37,026
+101
+0.3% +$3.16K 1.04% 18
2021
Q1 		$1.16M Buy
+36,925
New +$1.16M 1.19% 15

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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 $424B AUM 22.94% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Better Money Decisions's SPSB Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9% in Q2 2025, buying an estimated $34.4K and bringing the position to 13,929 shares worth $421K. The position accounts for 0.26% of the portfolio, ranked #55.

Better Money Decisions first reported a position in SPSB in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2021. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Better Money Decisions held 13,929 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $421K as of Q2 2025.
  • Better Money Decisions bought 1,148 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $34.4K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.26% of Better Money Decisions's portfolio in Q2 2025, its #55 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.16M in Q3 2021.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.