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

Financial Counselors Inc’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
-177,395
Closed -$5.34M – 457
2025
Q1 		$5.34M Buy
177,395
+20,328
+13% +$609K 0.08% 189
2024
Q4 		$4.69M Buy
157,067
+517
+0.3% +$15.5K 0.07% 203
2024
Q3 		$4.74M Buy
156,550
+46,426
+42% +$1.39M 0.07% 202
2024
Q2 		$3.27M Buy
110,124
+98,248
+827% +$2.91M 0.05% 220
2024
Q1 		$354K Sell
11,876
-2,161
-15% -$64.3K 0.01% 464
2023
Q4 		$418K Buy
14,037
+2,660
+23% +$78.3K 0.01% 432
2023
Q3 		$334K Buy
+11,377
New +$334K 0.01% 444

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Counselors Inc's SPSB Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 177,395 shares — an estimated $5.34M sold.

Financial Counselors Inc first reported a position in SPSB in Q3 2023 and held it in 7 quarters. The position peaked at $5.34M in Q1 2025. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 177,395 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $5.34M.
  • Financial Counselors Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.34M in Q1 2025.
  • 562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.