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Chesley Taft & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Chesley Taft & Associates’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
Q4 		– Sell
-6,814
Closed -$206K – 380
2025
Q3 		$206K Sell
6,814
-137
-2% -$4.13K 0.01% 345
2025
Q2 		$210K Sell
6,951
-675
-9% -$20.3K 0.01% 329
2025
Q1 		$230K Buy
7,626
+523
+7% +$15.7K 0.01% 322
2024
Q4 		$212K Buy
7,103
+283
+4% +$8.48K 0.01% 319
2024
Q3 		$207K Buy
+6,820
New +$205K 0.01% 316

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Chesley Taft & Associates's SPSB Position: Q4 2025 in Review

Chesley Taft & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 6,814 shares — an estimated $206K sold.

Chesley Taft & Associates first reported a position in SPSB in Q3 2024 and held it in 5 quarters. The position peaked at $230K in Q1 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Chesley Taft & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 6,814 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $206K.
  • Chesley Taft & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Chesley Taft & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $230K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Chesley Taft & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.