Key Client Fiduciary Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Key Client Fiduciary Advisors’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	-6,740	Closed	-$204K	–	242
2025 Q3	$204K	Hold	6,740	–	–	0.07%	208
2025 Q2	$203K	Sell	6,740 -855	-11%	-$25.6K	0.08%	192
2025 Q1	$229K	Hold	7,595	–	–	0.1%	170
2024 Q4	$227K	Hold	7,595	–	–	0.1%	173
2024 Q3	$230K	Hold	7,595	–	–	0.1%	177
2024 Q2	$226K	Hold	7,595	–	–	0.11%	165
2024 Q1	$226K	Hold	7,595	–	–	0.12%	157
2023 Q4	$226K	Hold	7,595	–	–	0.13%	156
2023 Q3	$223K	Sell	7,595 -85	-1%	-$2.5K	0.14%	149
2023 Q2	$226K	Sell	7,680 -1,500	-16%	-$44.3K	0.13%	155
2023 Q1	$272K	Hold	9,180	–	–	0.17%	130
2022 Q4	$270K	Buy	+9,180	New	+$269K	0.18%	123

Other funds holding SPSB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Key Client Fiduciary Advisors's SPSB Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 6,740 shares — an estimated $204K sold.

Key Client Fiduciary Advisors first reported a position in SPSB in Q4 2022 and held it in 12 quarters. The position peaked at $272K in Q1 2023. 565 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

Key Client Fiduciary Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 6,740 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $204K.
Key Client Fiduciary Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
Key Client Fiduciary Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $272K in Q1 2023.
565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.