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Global Financial Private Client’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Global Financial Private Client’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
-40
Closed -$1.2K – 1395
2025
Q1 		$1.2K Hold
40
– – ﹤0.01% 1012
2024
Q4 		$1.19K Buy
40
+20
+100% +$599 ﹤0.01% 762
2024
Q3 		$606 Hold
20
– – ﹤0.01% 776
2024
Q2 		$594 Hold
20
– – ﹤0.01% 645
2024
Q1 		$592 Hold
20
– – ﹤0.01% 665
2023
Q4 		$596 Sell
20
-36,592
-100% -$1.08M ﹤0.01% 653
2023
Q3 		$1.07M Sell
36,612
-340
-0.9% -$9.98K 0.55% 48
2023
Q2 		$1.08M Sell
36,952
-766
-2% -$22.6K 0.53% 49
2023
Q1 		$1.12M Buy
+37,718
New +$1.11M 0.58% 44

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Financial Private Client's SPSB Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 40 shares — an estimated $1.2K sold.

Global Financial Private Client first reported a position in SPSB in Q1 2023 and held it in 9 quarters. The position peaked at $1.12M in Q1 2023. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Global Financial Private Client reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 40 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $1.2K.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
  • Global Financial Private Client's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.12M in Q1 2023.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.