Marshall Wace’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Marshall Wace’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 Q1	–	Sell	-200,100	Closed	-$5.97M	–	3065
2024 Q4	$5.97M	Sell	200,100 -327,800	-62%	-$9.82M	0.01%	983
2024 Q3	$16M	Buy	527,900 +134,700	+34%	+$4.04M	0.02%	587
2024 Q2	$11.7M	Buy	393,200 +55,300	+16%	+$1.64M	0.02%	670
2024 Q1	$10.1M	Buy	337,900 +148,000	+78%	+$4.4M	0.02%	749
2023 Q4	$5.66M	Buy	+189,900	New	+$5.59M	0.01%	870

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace's SPSB Position: Q1 2025 in Review

Marshall Wace sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 200,100 shares — an estimated $5.97M sold.

Marshall Wace first reported a position in SPSB in Q4 2023 and held it in 5 quarters. The position peaked at $16M in Q3 2024. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Marshall Wace reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 200,100 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $5.97M.
Marshall Wace first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Marshall Wace's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $16M in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.