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

Colton Groome Financial Advisors’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
-6,841
Closed -$207K – 139
2025
Q2 		$207K Buy
+6,841
New +$205K 0.07% 131
2025
Q1 		– Sell
-10,603
Closed -$317K – 132
2024
Q4 		$317K Sell
10,603
-10,898
-51% -$327K 0.12% 92
2024
Q3 		$651K Buy
21,501
+482
+2% +$14.5K 0.24% 62
2024
Q2 		$624K Sell
21,019
-3,488
-14% -$103K 0.25% 60
2024
Q1 		$730K Buy
24,507
+16,058
+190% +$478K 0.29% 53
2023
Q4 		$252K Sell
8,449
-5,952
-41% -$175K 0.11% 106
2023
Q3 		$422K Buy
14,401
+3,343
+30% +$98.2K 0.21% 74
2023
Q2 		$326K Sell
11,058
-11,354
-51% -$335K 0.15% 93
2023
Q1 		$664K Sell
22,412
-92,603
-81% -$2.73M 0.32% 64
2022
Q4 		$3.38M Buy
115,015
+4,136
+4% +$121K 1.66% 13
2022
Q3 		$3.24M Sell
110,879
-15,029
-12% -$446K 1.65% 10
2022
Q2 		$3.74M Buy
125,908
+119,123
+1,756% +$3.56M 1.87% 14
2022
Q1 		$204K Sell
6,785
-6,918
-50% -$211K 0.09% 107
2021
Q4 		$424K Sell
13,703
-7
-0.1% -$217 0.17% 84
2021
Q3 		$428K Sell
13,710
-49
-0.4% -$1.53K 0.19% 73
2021
Q2 		$431K Buy
13,759
+695
+5% +$21.8K 0.2% 73
2021
Q1 		$409K Sell
13,064
-2,235
-15% -$70.1K 0.23% 43
2020
Q4 		$480K Sell
15,299
-6,581
-30% -$206K 0.31% 43
2020
Q3 		$686K Sell
21,880
-4,156
-16% -$130K 0.48% 33
2020
Q2 		$816K Sell
26,036
-544
-2% -$16.9K 0.59% 29
2020
Q1 		$804K Sell
26,580
-348
-1% -$10.6K 0.67% 27
2019
Q4 		$830K Sell
26,928
-1,869
-6% -$57.6K 0.59% 35
2019
Q3 		$887K Buy
28,797
+93
+0.3% +$2.86K 0.66% 35
2019
Q2 		$884K Buy
+28,704
New +$877K 0.71% 24

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Colton Groome Financial Advisors's SPSB Position: Q3 2025 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 6,841 shares — an estimated $207K sold.

Colton Groome Financial Advisors first reported a position in SPSB in Q2 2019 and held it in 24 quarters. The position peaked at $3.74M in Q2 2022. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Colton Groome Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 6,841 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $207K.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 24 quarters.
  • Colton Groome Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.74M in Q2 2022.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.