CAM
SPSB icon

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

Cresset Asset 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
Q2 		– Sell
-8,056
Closed -$242K – 1749
2025
Q1 		$242K Buy
8,056
+1
+0% +$30 ﹤0.01% 1435
2024
Q4 		$241K Buy
8,055
+1
+0% +$30 ﹤0.01% 1471
2024
Q3 		$244K Buy
8,054
+1
+0% +$30 ﹤0.01% 1902
2024
Q2 		$239K Buy
+8,053
New +$239K ﹤0.01% 1824
2024
Q1 		– Sell
-7,984
Closed -$238K – 1978
2023
Q4 		$238K Sell
7,984
-201
-2% -$5.92K ﹤0.01% 1606
2023
Q3 		$240K Buy
8,185
+201
+3% +$5.9K ﹤0.01% 1542
2023
Q2 		$235K Buy
+7,984
New +$236K ﹤0.01% 1650

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 $1.47T 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 $376B 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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return