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

Convergence 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 		– Sell
-22,660
Closed -$677K – 179
2024
Q4 		$677K Sell
22,660
-265,305
-92% -$7.95M 0.14% 75
2024
Q3 		$8.72M Sell
287,965
-3,348
-1% -$100K 1.85% 16
2024
Q2 		$8.65M Sell
291,313
-135,217
-32% -$4.01M 2.29% 12
2024
Q1 		$12.7M Buy
426,530
+16,582
+4% +$493K 5.24% 10
2023
Q4 		$12.2M Sell
409,948
-183,967
-31% -$5.41M 5.45% 9
2023
Q3 		$17.4M Sell
593,915
-73,491
-11% -$2.16M 10.34% 3
2023
Q2 		$19.6M Buy
667,406
+139,097
+26% +$4.11M 12.08% 1
2023
Q1 		$15.7M Buy
528,309
+501,826
+1,895% +$14.8M 11.53% 3
2022
Q4 		$778K Buy
+26,483
New +$775K 0.69% 15

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Convergence Financial's SPSB Position: Q1 2025 in Review

Convergence Financial sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 22,660 shares — an estimated $677K sold.

Convergence Financial first reported a position in SPSB in Q4 2022 and held it in 9 quarters. The position peaked at $19.6M in Q2 2023. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Convergence Financial reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Convergence Financial sold 22,660 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $677K.
  • Convergence Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
  • Convergence Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19.6M in Q2 2023.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Convergence Financial's 13F filing for Q1 2025, filed 25 Apr 2025.