BFM
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Boston Financial Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Boston Financial 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
2024
Q4 		$1.7M Sell
56,983
-5,102
-8% -$153K 0.05% 158
2024
Q3 		$1.88M Buy
62,085
+2,977
+5% +$89.3K 0.06% 152
2024
Q2 		$1.76M Sell
59,108
-3,166
-5% -$93.8K 0.06% 152
2024
Q1 		$1.85M Sell
62,274
-3,603
-5% -$107K 0.06% 147
2023
Q4 		$1.96M Sell
65,877
-52,932
-45% -$1.56M 0.07% 140
2023
Q3 		$3.48M Sell
118,809
-25,586
-18% -$751K 0.13% 106
2023
Q2 		$4.25M Sell
144,395
-26,477
-15% -$782K 0.15% 100
2023
Q1 		$5.06M Sell
170,872
-44,653
-21% -$1.32M 0.2% 88
2022
Q4 		$6.33M Sell
215,525
-1,496,963
-87% -$43.8M 0.25% 80
2022
Q3 		$50M Buy
1,712,488
+178,006
+12% +$5.28M 2.17% 9
2022
Q2 		$45.6M Buy
1,534,482
+131,790
+9% +$3.94M 1.97% 12
2022
Q1 		$42.3M Buy
1,402,692
+429,161
+44% +$13.1M 1.61% 18
2021
Q4 		$30.1M Buy
973,531
+18,063
+2% +$561K 1.1% 30
2021
Q3 		$29.9M Buy
955,468
+36,203
+4% +$1.13M 1.22% 31
2021
Q2 		$28.8M Sell
919,265
-15,642
-2% -$490K 1.16% 33
2021
Q1 		$29.3M Buy
934,907
+87,902
+10% +$2.76M 1.29% 29
2020
Q4 		$26.6M Buy
847,005
+189,559
+29% +$5.95M 1.21% 32
2020
Q3 		$20.6M Buy
657,446
+150,578
+30% +$4.72M 1% 32
2020
Q2 		$15.9M Buy
506,868
+81,412
+19% +$2.52M 0.85% 35
2020
Q1 		$12.9M Buy
425,456
+4,397
+1% +$134K 0.83% 35
2019
Q4 		$13M Buy
421,059
+24,339
+6% +$750K 0.71% 47
2019
Q3 		$12.2M Sell
396,720
-12,900
-3% -$397K 0.7% 49
2019
Q2 		$12.6M Buy
409,620
+4,608
+1% +$141K 0.73% 47
2019
Q1 		$12.4M Sell
405,012
-21,067
-5% -$639K 0.75% 47
2018
Q4 		$12.8M Sell
426,079
-20,168
-5% -$607K 0.89% 41
2018
Q3 		$13.5M Sell
446,247
-12,566
-3% -$379K 0.8% 46
2018
Q2 		$13.8M Sell
458,813
-11,665
-2% -$352K 0.94% 39
2018
Q1 		$14.2M Sell
470,478
-14,032
-3% -$425K 0.97% 34
2017
Q4 		$14.7M Buy
484,510
+29,734
+7% +$908K 0.99% 32
2017
Q3 		$13.9M Buy
454,776
+15,435
+4% +$473K 0.99% 34
2017
Q2 		$13.5M Buy
439,341
+40,112
+10% +$1.23M 0.97% 30
2017
Q1 		$12.2M Sell
399,229
-12,925
-3% -$395K 0.91% 32
2016
Q4 		$12.6M Buy
412,154
+233,510
+131% +$7.14M 0.99% 23
2016
Q3 		$5.5M Buy
178,644
+27,005
+18% +$831K 0.45% 88
2016
Q2 		$4.67M Buy
+151,639
New +$4.65M 0.38% 99

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

Boston Financial Management's SPSB Position: Q4 2024 in Review

Boston Financial Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.2% in Q4 2024, selling an estimated $153K and leaving 56,983 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #158.

Boston Financial Management first reported a position in SPSB in Q2 2016 and has held it in 35 quarters since. The position peaked at $50M in Q3 2022. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Boston Financial Management held 56,983 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.7M as of Q4 2024.
  • Boston Financial Management sold 5,102 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $153K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Boston Financial Management's portfolio in Q4 2024, its #158 holding.
  • Boston Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and has held it in 35 quarters since.
  • Boston Financial Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $50M in Q3 2022.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.