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

Elite 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
Q2 		– Sell
-700
Closed -$21K – 104
2025
Q1 		$21K Buy
+700
New +$21K 0.01% 99

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
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

Elite Financial's SPSB Position: Q2 2025 in Review

Elite Financial sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 700 shares — an estimated $21K sold.

Elite Financial first reported a position in SPSB in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Elite Financial reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Elite Financial sold 700 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $21K.
  • Elite Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Elite Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $21K in Q1 2025.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.