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

Goldstone Financial Group’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
-22,651
Closed -$682K – 215
2025
Q1 		$682K Buy
22,651
+5,477
+32% +$164K 0.1% 115
2024
Q4 		$513K Buy
17,174
+2,314
+16% +$69.4K 0.08% 126
2024
Q3 		$450K Sell
14,860
-2,184
-13% -$65.5K 0.08% 127
2024
Q2 		$506K Buy
17,044
+1,391
+9% +$41.2K 0.1% 108
2024
Q1 		$466K Buy
15,653
+5,005
+47% +$149K 0.11% 107
2023
Q4 		$317K Buy
+10,648
New +$313K 0.08% 119

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

Goldstone Financial Group's SPSB Position: Q2 2025 in Review

Goldstone Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 22,651 shares — an estimated $682K sold.

Goldstone Financial Group first reported a position in SPSB in Q4 2023 and held it in 6 quarters. The position peaked at $682K in Q1 2025. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Goldstone Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 22,651 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $682K.
  • Goldstone Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Goldstone Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $682K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.