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

Financial Advocates Investment 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
Q3 		– Sell
-173,962
Closed -$5.25M – 530
2025
Q2 		$5.25M Buy
173,962
+4,059
+2% +$122K 0.43% 44
2025
Q1 		$5.11M Buy
169,903
+61,657
+57% +$1.85M 0.36% 57
2024
Q4 		$3.23M Sell
108,246
-4,148
-4% -$124K 0.18% 124
2024
Q3 		$3.4M Sell
112,394
-30,373
-21% -$911K 0.19% 117
2024
Q2 		$4.24M Buy
142,767
+53,751
+60% +$1.59M 0.26% 87
2024
Q1 		$2.65M Buy
89,016
+6,233
+8% +$185K 0.15% 146
2023
Q4 		$2.47M Sell
82,783
-18,372
-18% -$541K 0.16% 142
2023
Q3 		$2.97M Sell
101,155
-1,270
-1% -$37.3K 0.21% 121
2023
Q2 		$3.02M Buy
102,425
+9,852
+11% +$291K 0.22% 116
2023
Q1 		$2.74M Sell
92,573
-661
-0.7% -$19.5K 0.2% 122
2022
Q4 		$2.74M Buy
93,234
+76,667
+463% +$2.24M 0.2% 125
2022
Q3 		$1.39M Buy
+16,567
New +$492K 0.11% 197
2022
Q2 		– Sell
-27,230
Closed -$820K – 785
2022
Q1 		$820K Sell
27,230
-297
-1% -$9.06K 0.05% 341
2021
Q4 		$853K Sell
27,527
-630
-2% -$19.6K 0.05% 354
2021
Q3 		$880K Sell
28,157
-86
-0.3% -$2.69K 0.06% 339
2021
Q2 		$884K Sell
28,243
-354
-1% -$11.1K 0.06% 340
2021
Q1 		$897K Sell
28,597
-18,408
-39% -$577K 0.06% 343
2020
Q4 		$1.48M Buy
47,005
+2,005
+4% +$62.9K 0.1% 228
2020
Q3 		$1.41M Buy
45,000
+263
+0.6% +$8.25K 0.12% 187
2020
Q2 		$1.4M Buy
44,737
+19,405
+77% +$602K 0.13% 190
2020
Q1 		$766K Buy
25,332
+47
+0.2% +$1.44K 0.11% 215
2019
Q4 		$780K Sell
25,285
-482
-2% -$14.9K 0.08% 241
2019
Q3 		$795K Buy
25,767
+1,673
+7% +$51.5K 0.09% 220
2019
Q2 		$742K Sell
24,094
-558
-2% -$17.1K 0.09% 218
2019
Q1 		$753K Buy
24,652
+15,322
+164% +$465K 0.09% 210
2018
Q4 		$281K Buy
+9,330
New +$281K 0.04% 349

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's SPSB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 173,962 shares — an estimated $5.25M sold.

Financial Advocates Investment Management first reported a position in SPSB in Q4 2018 and held it in 26 quarters. The position peaked at $5.25M in Q2 2025. 547 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 173,962 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $5.25M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 26 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.25M in Q2 2025.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.