Kovitz Investment Group Partners
SPSB icon

Kovitz Investment Group Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kovitz Investment Group Partners’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
-497,285
Closed -$15.1M – 1205
2025
Q3 		$15.1M Sell
497,285
-61,283
-11% -$1.85M 0.06% 256
2025
Q2 		$16.9M Sell
558,568
-119,778
-18% -$3.59M 0.07% 222
2025
Q1 		$20.4M Sell
678,346
-113,531
-14% -$3.4M 0.1% 168
2024
Q4 		$23.6M Sell
791,877
-266,393
-25% -$7.98M 0.12% 152
2024
Q3 		$32M Buy
1,058,270
+935,389
+761% +$28.1M 0.23% 85
2024
Q2 		$3.65M Buy
122,881
+15,788
+15% +$468K 0.03% 337
2024
Q1 		$3.19M Buy
107,093
+8,585
+9% +$255K 0.04% 254
2023
Q4 		$2.93M Buy
98,508
+21,580
+28% +$635K 0.05% 205
2023
Q3 		$2.26M Sell
76,928
-9,838
-11% -$289K 0.04% 225
2023
Q2 		$2.55M Sell
86,766
-24,775
-22% -$731K 0.04% 223
2023
Q1 		$3.31M Sell
111,541
-9,885
-8% -$292K 0.06% 197
2022
Q4 		$3.57M Buy
121,426
+89,038
+275% +$2.61M 0.07% 190
2022
Q3 		$946K Sell
32,388
-11,404
-26% -$339K 0.02% 269
2022
Q2 		$1.3M Sell
43,792
-10,126
-19% -$303K 0.03% 252
2022
Q1 		$1.63M Sell
53,918
-76,562
-59% -$2.34M 0.03% 244
2021
Q4 		$4.1M Buy
130,480
+68,250
+110% +$2.12M 0.1% 146
2021
Q3 		$1.95M Sell
62,230
-8,125
-12% -$254K 0.04% 235
2021
Q2 		$2.2M Sell
70,355
-18,895
-21% -$592K 0.04% 232
2021
Q1 		$2.79M Sell
89,250
-40,305
-31% -$1.26M 0.07% 189
2020
Q4 		$4.07M Sell
129,555
-54,755
-30% -$1.72M 0.1% 140
2020
Q3 		$5.78M Sell
184,310
-58,495
-24% -$1.84M 0.16% 100
2020
Q2 		$7.61M Buy
242,805
+105,210
+76% +$3.26M 0.24% 70
2020
Q1 		$4.16M Sell
137,595
-160,270
-54% -$4.9M 0.15% 108
2019
Q4 		$9.19M Buy
297,865
+975
+0.3% +$30.1K 0.27% 64
2019
Q3 		$9.16M Buy
296,890
+133,365
+82% +$4.1M 0.29% 60
2019
Q2 		$5.03M Sell
163,525
-1,300
-0.8% -$39.7K 0.16% 100
2019
Q1 		$5.04M Buy
+164,825
New +$5M 0.16% 96

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.89T AUM 35.08% 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 $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Kovitz Investment Group Partners's SPSB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 497,285 shares — an estimated $15.1M sold.

Kovitz Investment Group Partners first reported a position in SPSB in Q1 2019 and held it in 27 quarters. The position peaked at $32M in Q3 2024. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 497,285 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $15.1M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $32M in Q3 2024.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.