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

Brass Tax Wealth 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
Q3 		$221K Sell
7,283
-1,170
-14% -$35.3K 0.04% 226
2025
Q2 		$255K Sell
8,453
-902
-10% -$27.1K 0.05% 191
2025
Q1 		$282K Sell
9,355
-241
-3% -$7.22K 0.06% 163
2024
Q4 		$287K Sell
9,596
-1,168
-11% -$35K 0.06% 149
2024
Q3 		$326K Buy
+10,764
New +$323K 0.07% 132

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brass Tax Wealth Management's SPSB Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 14% in Q3 2025, selling an estimated $35.3K and leaving 7,283 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #226.

Brass Tax Wealth Management first reported a position in SPSB in Q3 2024 and has held it in 5 quarters since. The position peaked at $326K in Q3 2024. 547 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Brass Tax Wealth Management held 7,283 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $221K as of Q3 2025.
  • Brass Tax Wealth Management sold 1,170 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $35.3K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #226 holding.
  • Brass Tax Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $326K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.