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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 $147B AUM 18.73% 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 $376B 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return