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

Lion Street 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
Q3 		$825K Buy
26,510
+2,254
+9% +$68K 0.29% 70
2025
Q2 		$732K Sell
24,256
-291
-1% -$8.73K 0.22% 102
2025
Q1 		$739K Sell
24,547
-26
-0.1% -$779 0.23% 94
2024
Q4 		$734K Buy
24,573
+2,205
+10% +$66.1K 0.23% 94
2024
Q3 		$677K Sell
22,368
-85
-0.4% -$2.55K 0.24% 97
2024
Q2 		$667K Sell
22,453
-346
-2% -$10.3K 0.25% 89
2024
Q1 		$679K Hold
22,799
– – 0.28% 80
2023
Q4 		$679K Sell
22,799
-92
-0.4% -$2.71K 0.28% 79
2023
Q3 		$671K Sell
22,891
-5,499
-19% -$161K 0.22% 93
2023
Q2 		$883K Buy
28,390
+3,557
+14% +$105K 0.3% 67
2023
Q1 		$736K Sell
24,833
-3,557
-13% -$105K 0.23% 82
2022
Q4 		$883K Sell
28,390
-102
-0.4% -$2.98K 0.46% 29
2022
Q3 		$832K Buy
28,492
+102
+0.4% +$3.03K 0.42% 30
2022
Q2 		$884K Sell
28,390
-102
-0.4% -$3.05K 0.46% 29
2022
Q1 		$859K Hold
28,492
– – 0.44% 28
2021
Q4 		$882K Buy
28,492
+102
+0.4% +$3.17K 0.43% 32
2021
Q3 		$888K Buy
+28,390
New +$888K 0.48% 25

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

Lion Street Advisors's SPSB Position: Q3 2025 in Review

Lion Street Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9.3% in Q3 2025, buying an estimated $68K and bringing the position to 26,510 shares worth $825K. The position accounts for 0.29% of the portfolio, ranked #70.

Lion Street Advisors first reported a position in SPSB in Q3 2021 and has held it in 17 quarters since. The position peaked at $888K in Q3 2021. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Lion Street Advisors held 26,510 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $825K as of Q3 2025.
  • Lion Street Advisors bought 2,254 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $68K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.29% of Lion Street Advisors's portfolio in Q3 2025, its #70 holding.
  • Lion Street Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $888K in Q3 2021.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.