Jim Simons
SPSB icon

Jim Simons’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Jim Simons’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 		– Sell
-2,072,017
Closed -$62.8M – 3733
2025
Q3 		$62.8M Sell
2,072,017
-391,283
-16% -$11.8M 0.08% 273
2025
Q2 		$74.4M Sell
2,463,300
-1,184,400
-32% -$35.5M 0.1% 226
2025
Q1 		$110M Buy
3,647,700
+1,869,400
+105% +$56M 0.17% 135
2024
Q4 		$53.1M Sell
1,778,300
-371,700
-17% -$11.1M 0.08% 300
2024
Q3 		$65.1M Sell
2,150,000
-14,000
-0.6% -$420K 0.1% 246
2024
Q2 		$64.3M Buy
2,164,000
+480,260
+29% +$14.2M 0.11% 218
2024
Q1 		$50.1M Sell
1,683,740
-410,560
-20% -$12.2M 0.08% 308
2023
Q4 		$62.4M Buy
2,094,300
+1,597,900
+322% +$47M 0.1% 251
2023
Q3 		$14.6M Buy
496,400
+390,600
+369% +$11.5M 0.02% 718
2023
Q2 		$3.12M Buy
+105,800
New +$3.12M ﹤0.01% 1714
2023
Q1 		– Sell
-73,800
Closed -$2.17M – 4369
2022
Q4 		$2.17M Buy
+73,800
New +$2.16M ﹤0.01% 2020
2021
Q3 		– Sell
-186,855
Closed -$5.85M – 3821
2021
Q2 		$5.85M Buy
186,855
+166,311
+810% +$5.21M 0.01% 1536
2021
Q1 		$643K Sell
20,544
-216,942
-91% -$6.8M ﹤0.01% 2812
2020
Q4 		$7.46M Buy
237,486
+143,686
+153% +$4.51M 0.01% 1346
2020
Q3 		$2.94M Sell
93,800
-262,700
-74% -$8.24M ﹤0.01% 1888
2020
Q2 		$11.2M Buy
356,500
+101,900
+40% +$3.16M 0.01% 1156
2020
Q1 		$7.7M Sell
254,600
-177,662
-41% -$5.43M 0.01% 1320
2019
Q4 		$13.3M Buy
432,262
+167,025
+63% +$5.15M 0.01% 1262
2019
Q3 		$8.18M Sell
265,237
-73,863
-22% -$2.27M 0.01% 1514
2019
Q2 		$10.4M Buy
339,100
+18,900
+6% +$578K 0.01% 1373
2019
Q1 		$9.78M Buy
+320,200
New +$9.71M 0.01% 1393
2018
Q4 		– Sell
-25,400
Closed -$767K – 3597
2018
Q3 		$767K Buy
+25,400
New +$766K ﹤0.01% 2715
2018
Q1 		– Sell
-83,000
Closed -$2.52M – 3562
2017
Q4 		$2.52M Buy
+83,000
New +$2.54M ﹤0.01% 2204

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Jim Simons's SPSB Position: Q4 2025 in Review

Jim Simons sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 2,072,017 shares — an estimated $62.8M sold.

Jim Simons first reported a position in SPSB in Q4 2017 and held it in 23 quarters. The position peaked at $110M in Q1 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Jim Simons reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 2,072,017 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $62.8M.
  • Jim Simons first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 23 quarters.
  • Jim Simons's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $110M in Q1 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.