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 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cresset Asset Management's SPSB Position: Q2 2025 in Review

Cresset Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 8,056 shares — an estimated $242K sold.

Cresset Asset Management first reported a position in SPSB in Q2 2023 and held it in 7 quarters. The position peaked at $244K in Q3 2024. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Cresset Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 8,056 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $242K.
Cresset Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Cresset Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $244K in Q3 2024.
562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.