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

Global Assets 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
2025
Q3 		– Sell
-12,322
Closed -$370K – 294
2025
Q2 		$370K Sell
12,322
-20,252
-62% -$608K 0.14% 141
2025
Q1 		$975K Buy
+32,574
New +$976K 0.18% 110
2024
Q4 		– Sell
-7,030
Closed -$212K – 180
2024
Q3 		$212K Buy
+7,030
New +$211K 0.12% 151

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Assets Advisory's SPSB Position: Q3 2025 in Review

Global Assets Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 12,322 shares — an estimated $370K sold.

Global Assets Advisory first reported a position in SPSB in Q3 2024 and held it in 3 quarters. The position peaked at $975K in Q1 2025. 549 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Global Assets Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Global Assets Advisory sold 12,322 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $370K.
  • Global Assets Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Global Assets Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $975K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Global Assets Advisory's 13F filing for Q3 2025, filed 31 Oct 2025.