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

Financial Gravity Asset 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
Q1 		$23K Buy
+764
New +$22.9K 0.01% 457

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Financial Gravity Asset Management's SPSB Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025: 764 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Financial Gravity Asset Management held 764 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $23K as of Q1 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Financial Gravity Asset Management position in Q1 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #457 holding.
  • 551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.