Graypoint LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Graypoint LLC’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	$242K	Buy	+8,031	New	+$241K	0.01%	484
2023 Q3	–	Sell	-29,654	Closed	-$873K	–	421
2023 Q2	$873K	Hold	29,654	–	–	0.09%	146
2023 Q1	$879K	Sell	29,654 -3,141	-10%	-$92.7K	0.1%	139
2022 Q4	$964K	Buy	32,795 +14	+0%	+$410	0.12%	129
2022 Q3	$958K	Sell	32,781 -2,280	-7%	-$67.7K	0.12%	124
2022 Q2	$1.04M	Hold	35,061	–	–	0.13%	121
2022 Q1	$1.06M	Sell	35,061 -297	-0.8%	-$9.06K	0.1%	131
2021 Q4	$1.09M	Sell	35,358 -19,877	-36%	-$617K	0.11%	127
2021 Q3	$1.73M	Sell	55,235 -400	-0.7%	-$12.5K	0.21%	87
2021 Q2	$1.74M	Buy	55,635 +37,400	+205%	+$1.17M	0.23%	82
2021 Q1	$571K	Sell	18,235 -11,505	-39%	-$361K	0.09%	149
2020 Q4	$934K	Buy	29,740 +7,980	+37%	+$250K	0.16%	109
2020 Q3	$683K	Buy	21,760 +3,200	+17%	+$100K	0.13%	118
2020 Q2	$582K	Buy	18,560 +297	+2%	+$9.21K	0.13%	106
2020 Q1	$552K	Buy	+18,263	New	+$558K	0.15%	97

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

Graypoint LLC's SPSB Position: Q2 2025 in Review

Graypoint LLC opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025: 8,031 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Graypoint LLC previously reported a position in SPSB as recently as Q2 2023.

Graypoint LLC first reported a position in SPSB in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.74M in Q2 2021. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Graypoint LLC held 8,031 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $242K as of Q2 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Graypoint LLC position in Q2 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Graypoint LLC's portfolio in Q2 2025, its #484 holding.
Graypoint LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and has held it in 15 quarters since.
Graypoint LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.74M in Q2 2021.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.