FGC
SPSB icon

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

Financial Gravity Companies’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 		$23.1K Buy
+764
New +$22.9K ﹤0.01% 430
2024
Q4 		$22.8K Buy
+764
New +$22.9K 0.01% 421

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

Financial Gravity Companies's SPSB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025: 764 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPSB as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPSB in Q4 2024 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Financial Gravity Companies held 764 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $23.1K as of Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #430 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.