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Litman Gregory Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Litman Gregory Wealth Management’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 		$16.3M Sell
538,923
-57,623
-10% -$1.74M 1.19% 22
2025
Q3 		$18.1M Sell
596,546
-151,663
-20% -$4.58M 1.34% 19
2025
Q2 		$22.6M Sell
748,209
-126,072
-14% -$3.78M 1.78% 13
2025
Q1 		$26.3M Buy
874,281
+171,536
+24% +$5.14M 2.26% 11
2024
Q4 		$21M Sell
702,745
-257,725
-27% -$7.72M 1.82% 14
2024
Q3 		$29.1M Buy
960,470
+60,170
+7% +$1.81M 2.43% 10
2024
Q2 		$26.7M Sell
900,300
-133,585
-13% -$3.96M 2.37% 11
2024
Q1 		$30.8M Sell
1,033,885
-906,808
-47% -$27M 2.79% 9
2023
Q4 		$57.8M Sell
1,940,693
-169,273
-8% -$4.98M 5.48% 5
2023
Q3 		$61.9M Sell
2,109,966
-78,675
-4% -$2.31M 6.38% 4
2023
Q2 		$64.4M Buy
+2,188,641
New +$64.6M 8.04% 4
2023
Q1 		– Sell
-2,074,023
Closed -$60.9M – 84
2022
Q4 		$60.9M Buy
2,074,023
+203,451
+11% +$5.95M 8.51% 4
2022
Q3 		$54.7M Buy
1,870,572
+919,378
+97% +$27.3M 8.74% 3
2022
Q2 		$28.3M Buy
951,194
+237,286
+33% +$7.09M 4.16% 7
2022
Q1 		$21.5M Buy
713,908
+505,815
+243% +$15.4M 3.15% 9
2021
Q4 		$6.45M Buy
208,093
+136,711
+192% +$4.25M 1.09% 18
2021
Q3 		$2.23M Buy
71,382
+69,607
+3,922% +$2.18M 0.42% 31
2021
Q2 		$1.77K Sell
1,775
-61,793
-97% -$1.93M 0.33% 33
2021
Q1 		$1.99M Sell
63,568
-7,368
-10% -$231K 0.39% 28
2020
Q4 		$2.23M Buy
70,936
+11,991
+20% +$376K 0.41% 30
2020
Q3 		$1.85M Hold
58,945
– – 0.38% 29
2020
Q2 		$1.85M Buy
58,945
+4,868
+9% +$151K 0.41% 27
2020
Q1 		$1.64M Sell
54,077
-12,520
-19% -$383K 0.41% 27
2019
Q4 		$2.05M Buy
66,597
+1,460
+2% +$45K 0.46% 26
2019
Q3 		$2.01M Buy
65,137
+8,794
+16% +$271K 0.49% 26
2019
Q2 		$1.73M Sell
56,343
-9,332
-14% -$285K 0.46% 26
2019
Q1 		$2.01M Buy
65,675
+6,897
+12% +$209K 0.55% 25
2018
Q4 		$1.77M Buy
58,778
+3,339
+6% +$100K 0.54% 25
2018
Q3 		$1.67M Buy
+55,439
New +$1.67M 0.56% 26
2018
Q2 		– Sell
-1,808
Closed -$55K – 159
2018
Q1 		$55K Buy
1,808
+798
+79% +$24.2K 0.02% 93
2017
Q4 		$31 Buy
1,010
+685
+211% +$20.9K 0.01% 61
2017
Q3 		$10K Buy
+325
New +$9.97K ﹤0.01% 67

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Litman Gregory Wealth Management's SPSB Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9.7% in Q4 2025, selling an estimated $1.74M and leaving 538,923 shares worth $16.3M. The position accounts for 1.19% of the portfolio, ranked #22.

Litman Gregory Wealth Management first reported a position in SPSB in Q3 2017 and has held it in 32 quarters since. The position peaked at $64.4M in Q2 2023. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Litman Gregory Wealth Management held 538,923 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $16.3M as of Q4 2025.
  • Litman Gregory Wealth Management sold 57,623 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $1.74M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.19% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #22 holding.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Litman Gregory Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $64.4M in Q2 2023.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.