Gladstone Institutional Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Gladstone Institutional Advisory’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
2024 Q4	–	Sell	-7,238	Closed	-$219K	–	739
2024 Q3	$219K	Sell	7,238 -34,730	-83%	-$1.04M	0.01%	637
2024 Q2	$1.25M	Sell	41,968 -14,750	-26%	-$437K	0.06%	279
2024 Q1	$1.69M	Sell	56,718 -30,570	-35%	-$910K	0.09%	229
2023 Q4	$2.6M	Buy	87,288 +1,215	+1%	+$35.8K	0.15%	179
2023 Q3	$2.52M	Sell	86,073 -4,200	-5%	-$123K	0.16%	162
2023 Q2	$2.66M	Buy	90,273 +7,613	+9%	+$225K	0.16%	162
2023 Q1	$2.45M	Buy	82,660 +38,315	+86%	+$1.13M	0.16%	172
2022 Q4	$1.3M	Sell	44,345 -3,180	-7%	-$93.1K	0.09%	247
2022 Q3	$1.39M	Buy	47,525 +13,620	+40%	+$404K	0.11%	222
2022 Q2	$1.01M	Buy	33,905 +21,676	+177%	+$648K	0.08%	269
2022 Q1	$368K	Buy	+12,229	New	+$373K	0.02%	502
2020 Q1	–	Sell	-6,500	Closed	-$200K	–	314
2019 Q4	$200K	Hold	6,500	–	–	0.05%	263
2019 Q3	$201K	Buy	+6,500	New	+$200K	0.05%	268

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gladstone Institutional Advisory's SPSB Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 7,238 shares — an estimated $219K sold.

Gladstone Institutional Advisory first reported a position in SPSB in Q3 2019 and held it in 13 quarters. The position peaked at $2.66M in Q2 2023. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Gladstone Institutional Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 7,238 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $219K.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2019 and held it in 13 quarters.
Gladstone Institutional Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.66M in Q2 2023.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.