Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Glass Jacobson Investment Advisors’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	-871	Closed	-$26K	–	818
2025 Q1	$26K	Hold	871	–	–	0.01%	471
2024 Q4	$26K	Buy	871 +21	+2%	+$629	0.01%	471
2024 Q3	$25.7K	Hold	850	–	–	0.01%	457
2024 Q2	$25.2K	Hold	850	–	–	0.01%	448
2024 Q1	$25.3K	Hold	850	–	–	0.01%	452
2023 Q4	$25.3K	Hold	850	–	–	0.01%	419
2023 Q3	$24.9K	Buy	+850	New	+$25K	0.01%	403

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glass Jacobson Investment Advisors's SPSB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 871 shares — an estimated $26K sold.

Glass Jacobson Investment Advisors first reported a position in SPSB in Q3 2023 and held it in 7 quarters. The position peaked at $26K in Q1 2025. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 871 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $26K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $26K in Q1 2025.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.