Crestwood Advisors Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Crestwood Advisors Group’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	-12,500	Closed	-$373K	–	512
2024 Q4	$373K	Hold	12,500	–	–	0.01%	349
2024 Q3	$379K	Hold	12,500	–	–	0.01%	337
2024 Q2	$371K	Sell	12,500 -350	-3%	-$10.4K	0.01%	319
2024 Q1	$383K	Hold	12,850	–	–	0.01%	314
2023 Q4	$383K	Hold	12,850	–	–	0.01%	298
2023 Q3	$377K	Buy	+12,850	New	+$377K	0.01%	271
2021 Q1	–	Sell	-9,142	Closed	-$287K	–	273
2020 Q4	$287K	Buy	9,142 +77	+0.8%	+$2.42K	0.01%	218
2020 Q3	$284K	Hold	9,065	–	–	0.01%	199
2020 Q2	$284K	Hold	9,065	–	–	0.01%	198
2020 Q1	$274K	Hold	9,065	–	–	0.01%	191
2019 Q4	$280K	Hold	9,065	–	–	0.01%	221
2019 Q3	$280K	Hold	9,065	–	–	0.01%	210
2019 Q2	$279K	Hold	9,065	–	–	0.01%	197
2019 Q1	$277K	Hold	9,065	–	–	0.02%	143
2018 Q4	$273K	Hold	9,065	–	–	0.02%	136
2018 Q3	$274K	Hold	9,065	–	–	0.02%	139
2018 Q2	$274K	Hold	9,065	–	–	0.02%	139
2018 Q1	$274K	Buy	+9,065	New	+$274K	0.02%	139
2017 Q4	–	Sell	-9,025	Closed	-$277K	–	201
2017 Q3	$277K	Buy	+9,025	New	+$277K	0.02%	127

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

Crestwood Advisors Group's SPSB Position: Q1 2025 in Review

Crestwood Advisors Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 12,500 shares — an estimated $373K sold.

Crestwood Advisors Group first reported a position in SPSB in Q3 2017 and held it in 19 quarters. The position peaked at $383K in Q4 2023. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Crestwood Advisors Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Crestwood Advisors Group sold 12,500 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $373K.
Crestwood Advisors Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2017 and held it in 19 quarters.
Crestwood Advisors Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $383K in Q4 2023.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Crestwood Advisors Group's 13F filing for Q1 2025, filed 5 May 2025.