CF
SPSB icon

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

Collier Financial’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
Q1 		$5.74K Buy
191
+2
+1% +$60 ﹤0.01% 117
2024
Q4 		$5.65K Buy
+189
New +$5.66K 0.01% 103

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Collier Financial's SPSB Position: Q1 2025 in Review

Collier Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q1 2025, buying an estimated $60 and bringing the position to 191 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

Collier Financial first reported a position in SPSB in Q4 2024 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Collier Financial held 191 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.74K as of Q1 2025.
  • Collier Financial bought 2 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $60.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Collier Financial's portfolio in Q1 2025, its #117 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.