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

Collaborative 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
Q2 		– Sell
-8,331
Closed -$251K – 188
2025
Q1 		$251K Buy
8,331
+230
+3% +$6.89K 0.12% 141
2024
Q4 		$242K Buy
+8,101
New +$243K 0.11% 152

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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

Collaborative Wealth Management's SPSB Position: Q2 2025 in Review

Collaborative Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 8,331 shares — an estimated $251K sold.

Collaborative Wealth Management first reported a position in SPSB in Q4 2024 and held it in 2 quarters. The position peaked at $251K in Q1 2025. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Collaborative Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Collaborative Wealth Management sold 8,331 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $251K.
  • Collaborative Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Collaborative Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $251K in Q1 2025.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Collaborative Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.