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Howe & Rusling’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-1,064
Closed -$31.8K – 469
2024
Q4 		$31.8K Buy
+1,064
New +$31.9K ﹤0.01% 330
2020
Q3 		– Sell
-170
Closed -$5K – 866
2020
Q2 		$5K Buy
+170
New +$5.27K ﹤0.01% 542

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Howe & Rusling's SPSB Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 1,064 shares — an estimated $31.8K sold.

Howe & Rusling first reported a position in SPSB in Q2 2020 and held it in 2 quarters. The position peaked at $31.8K in Q4 2024. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,064 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $31.8K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Howe & Rusling's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $31.8K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.