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Journey Strategic Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Journey Strategic Wealth’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
-19,968
Closed -$596K – 538
2024
Q4 		$596K Sell
19,968
-22,075
-53% -$662K 0.02% 189
2024
Q3 		$1.27M Buy
+42,043
New +$1.26M 0.05% 106

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Journey Strategic Wealth's SPSB Position: Q1 2025 in Review

Journey Strategic Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 19,968 shares — an estimated $596K sold.

Journey Strategic Wealth first reported a position in SPSB in Q3 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Journey Strategic Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 19,968 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $596K.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.27M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.