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Iron Horse Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Iron Horse Wealth Management’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 		$53.3K Sell
1,766
-59
-3% -$1.77K 0.02% 130
2025
Q1 		$54.9K Sell
1,825
-22
-1% -$659 0.02% 118
2024
Q4 		$55.2K Sell
1,847
-68
-4% -$2.04K 0.02% 107
2024
Q3 		$58K Sell
1,915
-43
-2% -$1.29K 0.02% 100
2024
Q2 		$58.2K Sell
1,958
-178
-8% -$5.27K 0.02% 91
2024
Q1 		$63.6K Sell
2,136
-1,389
-39% -$41.3K 0.03% 78
2023
Q4 		$105K Buy
3,525
+99
+3% +$2.91K 0.05% 58
2023
Q3 		$100K Buy
3,426
+746
+28% +$21.9K 0.05% 55
2023
Q2 		$78.9K Sell
2,680
-2,599
-49% -$76.7K 0.04% 62
2023
Q1 		$156K Sell
5,279
-1,647
-24% -$48.6K 0.08% 41
2022
Q4 		$203K Buy
6,926
+4,630
+202% +$136K 0.11% 36
2022
Q3 		$67K Sell
2,296
-224,025
-99% -$6.65M 0.1% 36
2022
Q2 		$6.73M Buy
226,321
+10,601
+5% +$317K 3.83% 15
2022
Q1 		$6.5M Buy
215,720
+7,179
+3% +$219K 3.57% 15
2021
Q4 		$6.46M Sell
208,541
-15,133
-7% -$470K 3.63% 14
2021
Q3 		$6.99M Buy
223,674
+30,104
+16% +$941K 4.33% 11
2021
Q2 		$6.06M Buy
193,570
+26,475
+16% +$829K 4% 12
2021
Q1 		$5.23M Buy
167,095
+7,229
+5% +$227K 3.92% 11
2020
Q4 		$5.02M Buy
+159,866
New +$5.01M 4.02% 10

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iron Horse Wealth Management's SPSB Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.2% in Q2 2025, selling an estimated $1.77K and leaving 1,766 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #130.

Iron Horse Wealth Management first reported a position in SPSB in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.99M in Q3 2021. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Iron Horse Wealth Management held 1,766 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $53.3K as of Q2 2025.
  • Iron Horse Wealth Management sold 59 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $1.77K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #130 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.99M in Q3 2021.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.