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Capital Insight Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Capital Insight Partners’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 		– Sell
-8,108
Closed -$245K – 165
2025
Q2 		$245K Sell
8,108
-222,633
-96% -$6.68M 0.04% 149
2025
Q1 		$6.95M Sell
230,741
-3,447
-1% -$103K 1.21% 25
2024
Q4 		$6.99M Buy
234,188
+11,927
+5% +$357K 1.21% 23
2024
Q3 		$6.73M Buy
222,261
+7,172
+3% +$215K 1.18% 22
2024
Q2 		$6.39M Buy
215,089
+1,909
+0.9% +$56.6K 1.21% 23
2024
Q1 		$6.35M Buy
213,180
+8,486
+4% +$252K 1.19% 21
2023
Q4 		$6.1M Buy
204,694
+1,375
+0.7% +$40.5K 1.25% 17
2023
Q3 		$5.96M Buy
203,319
+190,795
+1,523% +$5.6M 1.35% 15
2023
Q2 		$369K Sell
12,524
-1,107
-8% -$32.7K 0.08% 126
2023
Q1 		$404K Sell
13,631
-22,283
-62% -$657K 0.09% 127
2022
Q4 		$1.06M Sell
35,914
-2,537
-7% -$74.2K 0.27% 88
2022
Q3 		$1.12M Sell
38,451
-13,134
-25% -$390K 0.3% 82
2022
Q2 		$1.53M Sell
51,585
-7,501
-13% -$224K 0.36% 90
2022
Q1 		$1.78M Sell
59,086
-7,660
-11% -$234K 0.36% 90
2021
Q4 		$2.07M Sell
66,746
-16,665
-20% -$518K 0.42% 84
2021
Q3 		$2.61M Sell
83,411
-10,141
-11% -$317K 0.57% 64
2021
Q2 		$2.93M Sell
93,552
-1,402
-1% -$43.9K 0.66% 58
2021
Q1 		$2.97M Buy
94,954
+101
+0.1% +$3.17K 0.72% 45
2020
Q4 		$2.98M Hold
94,853
– – 0.75% 44
2020
Q3 		$2.98M Hold
94,853
– – 0.84% 34
2020
Q2 		$2.97M Buy
+94,853
New +$2.94M 0.94% 29

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

Capital Insight Partners's SPSB Position: Q3 2025 in Review

Capital Insight Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 8,108 shares — an estimated $245K sold.

Capital Insight Partners first reported a position in SPSB in Q2 2020 and held it in 21 quarters. The position peaked at $6.99M in Q4 2024. 547 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Capital Insight Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Insight Partners sold 8,108 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $245K.
  • Capital Insight Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 21 quarters.
  • Capital Insight Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.99M in Q4 2024.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Capital Insight Partners's 13F filing for Q3 2025, filed 14 Oct 2025.