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Consolidated Portfolio Review Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Consolidated Portfolio Review Corp’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
-98,502
Closed -$2.99M – 351
2025
Q3 		$2.99M Sell
98,502
-9,959
-9% -$300K 0.38% 66
2025
Q2 		$3.27M Buy
108,461
+11,476
+12% +$344K 0.45% 54
2025
Q1 		$2.92M Buy
96,985
+132
+0.1% +$3.95K 0.47% 54
2024
Q4 		$2.89M Buy
96,853
+1,236
+1% +$37K 0.46% 53
2024
Q3 		$2.9M Buy
95,617
+4,632
+5% +$139K 0.65% 33
2024
Q2 		$2.7M Sell
90,985
-1,511
-2% -$44.8K 0.63% 34
2024
Q1 		$2.75M Sell
92,496
-1,548
-2% -$46.1K 0.72% 38
2023
Q4 		$2.8M Buy
94,044
+2,973
+3% +$87.5K 0.64% 37
2023
Q3 		$2.67M Buy
91,071
+3,329
+4% +$97.8K 0.65% 33
2023
Q2 		$2.58M Buy
87,742
+8,831
+11% +$261K 0.61% 40
2023
Q1 		$2.34M Buy
+78,911
New +$2.33M 0.63% 41

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPSB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 98,502 shares — an estimated $2.99M sold.

Consolidated Portfolio Review Corp first reported a position in SPSB in Q1 2023 and held it in 11 quarters. The position peaked at $3.27M in Q2 2025. 565 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 98,502 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $2.99M.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.27M in Q2 2025.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.