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

Harbor Investment 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	-101	Closed	-$3.05K	–	1215
2025 Q2	$3.05K	Hold	101	–	–	﹤0.01%	1047
2025 Q1	$3.04K	Hold	101	–	–	﹤0.01%	1036
2024 Q4	$3.02K	Hold	101	–	–	﹤0.01%	1020
2024 Q3	$3.06K	Hold	101	–	–	﹤0.01%	1030
2024 Q2	$3K	Hold	101	–	–	﹤0.01%	1031
2024 Q1	$3.01K	Sell	101 -702	-87%	-$20.9K	﹤0.01%	1041
2023 Q4	$23.9K	Hold	803	–	–	﹤0.01%	690
2023 Q3	$23.5K	Hold	803	–	–	﹤0.01%	670
2023 Q2	$23.6K	Hold	803	–	–	﹤0.01%	869
2023 Q1	$23.8K	Hold	803	–	–	﹤0.01%	885
2022 Q4	$23.6K	Sell	803 -5,000	-86%	-$146K	﹤0.01%	869
2022 Q3	$170K	Buy	5,803 +702	+14%	+$20.8K	0.03%	360
2022 Q2	$152K	Hold	5,101	–	–	0.02%	388
2022 Q1	$154K	Hold	5,101	–	–	0.02%	427
2021 Q4	$158K	Buy	5,101 +5,000	+4,950%	+$155K	0.02%	423
2021 Q3	$3K	Hold	101	–	–	﹤0.01%	1210
2021 Q2	$3K	Hold	101	–	–	﹤0.01%	1155
2021 Q1	$3K	Hold	101	–	–	﹤0.01%	1139
2020 Q4	$3K	Hold	101	–	–	﹤0.01%	1072
2020 Q3	$3K	Buy	+101	New	+$3.17K	﹤0.01%	994

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbor Investment Advisory's SPSB Position: Q3 2025 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 101 shares — an estimated $3.05K sold.

Harbor Investment Advisory first reported a position in SPSB in Q3 2020 and held it in 20 quarters. The position peaked at $170K in Q3 2022. 549 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Harbor Investment Advisory sold 101 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $3.05K.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and held it in 20 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $170K in Q3 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.