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

Greenberg 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 Q4	$2.25M	Buy	+74,531	New	+$2.25M	0.93%	22
2025 Q2	$2.37M	Buy	78,955 +3,010	+4%	+$90.3K	0.88%	21
2025 Q1	$2.28M	Buy	+75,945	New	+$2.28M	0.94%	22

Other funds holding SPSB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Greenberg Financial Group's SPSB Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025: 74,531 shares worth $2.25M. The stake represents 0.93% of the portfolio and ranks #22 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SPSB as recently as Q2 2025.

Greenberg Financial Group first reported a position in SPSB in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q2 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

Greenberg Financial Group held 74,531 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.25M as of Q4 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Greenberg Financial Group position in Q4 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.93% of Greenberg Financial Group's portfolio in Q4 2025, its #22 holding.
Greenberg Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.37M in Q2 2025.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.