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

Fairman 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
Q4 		– Sell
-539
Closed -$16.3K – 350
2025
Q3 		$16.3K Hold
539
– – 0.01% 145
2025
Q2 		$16.3K Hold
539
– – 0.01% 140
2025
Q1 		$16.1K Hold
539
– – 0.01% 129
2024
Q4 		$16.1K Hold
539
– – 0.01% 139
2024
Q3 		$16.3K Hold
539
– – 0.01% 145
2024
Q2 		$16K Sell
539
-536
-50% -$15.9K 0.02% 146
2024
Q1 		$32K Hold
1,075
– – 0.03% 117
2023
Q4 		$32K Buy
+1,075
New +$31.6K 0.03% 125

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Fairman Group's SPSB Position: Q4 2025 in Review

Fairman Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 539 shares — an estimated $16.3K sold.

Fairman Group first reported a position in SPSB in Q4 2023 and held it in 8 quarters. The position peaked at $32K in Q4 2023. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Fairman Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fairman Group sold 539 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $16.3K.
  • Fairman Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Fairman Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $32K in Q4 2023.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Fairman Group's 13F filing for Q4 2025, filed 13 Feb 2026.