BW
SPSB icon

Bison Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-9,223
Closed -$279K – 413
2024
Q3 		$279K Sell
9,223
-2,357
-20% -$70.7K 0.04% 333
2024
Q2 		$345K Hold
11,580
– – 0.06% 301
2024
Q1 		$345K Sell
11,580
-133
-1% -$3.96K 0.06% 301
2023
Q4 		$349K Sell
11,713
-319
-3% -$9.39K 0.06% 290
2023
Q3 		$353K Sell
12,032
-2,266
-16% -$66.5K 0.07% 280
2023
Q2 		$421K Buy
14,298
+325
+2% +$9.6K 0.08% 248
2023
Q1 		$414K Sell
13,973
-1,576
-10% -$46.5K 0.13% 171
2022
Q4 		$461K Sell
15,549
-1,181
-7% -$34.6K 0.15% 165
2022
Q3 		$488K Buy
16,730
+419
+3% +$12.4K 0.19% 137
2022
Q2 		$485K Sell
16,311
-1,497
-8% -$44.7K 0.28% 94
2022
Q1 		$537K Buy
17,808
+1,702
+11% +$51.9K 0.27% 97
2021
Q4 		$499K Buy
16,106
+649
+4% +$20.2K 0.29% 86
2021
Q3 		$483K Buy
15,457
+833
+6% +$26K 0.22% 118
2021
Q2 		$458K Buy
+14,624
New +$458K 0.2% 131

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $374B AUM 17.66% 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

Bison Wealth's SPSB Position: Q4 2024 in Review

Bison Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 9,223 shares — an estimated $279K sold.

Bison Wealth first reported a position in SPSB in Q2 2021 and held it in 14 quarters. The position peaked at $537K in Q1 2022. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Bison Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 9,223 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $279K.
  • Bison Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
  • Bison Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $537K in Q1 2022.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.