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Legacy Investment Solutions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Legacy Investment Solutions’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 		$3.99K Buy
+132
New +$3.96K ﹤0.01% 425
2024
Q4 		$3.94K Sell
132
-400
-75% -$12K ﹤0.01% 420
2024
Q3 		$15.9K Buy
+532
New +$16K 0.01% 254

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

Legacy Investment Solutions's SPSB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025: 132 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPSB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPSB in Q3 2024 and has held it in 3 quarters since. The position peaked at $15.9K in Q3 2024. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Legacy Investment Solutions held 132 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.99K as of Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #425 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $15.9K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.