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

Congress 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 Q1	–	Sell	-34,970	Closed	-$1.04M	–	1117
2024 Q4	$1.04M	Buy	34,970 +553	+2%	+$16.6K	0.01%	515
2024 Q3	$1.04M	Buy	34,417 +424	+1%	+$12.7K	0.01%	519
2024 Q2	$1.01M	Buy	33,993 +411	+1%	+$12.2K	0.02%	422
2024 Q1	$1,000K	Buy	33,582 +255	+0.8%	+$7.59K	0.02%	377
2023 Q4	$992K	Buy	33,327 +510	+2%	+$15K	0.02%	392
2023 Q3	$962K	Buy	+32,817	New	+$964K	0.02%	380

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Congress Wealth Management's SPSB Position: Q1 2025 in Review

Congress Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 34,970 shares — an estimated $1.04M sold.

Congress Wealth Management first reported a position in SPSB in Q3 2023 and held it in 6 quarters. The position peaked at $1.04M in Q4 2024. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Congress Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 34,970 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $1.04M.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Congress Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.04M in Q4 2024.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.