MB, Levis & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MB, Levis & Associates’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	–	Sell	-154	Closed	-$4.63K	–	281
2025 Q1	$4.63K	Buy	154 +2	+1%	+$60	﹤0.01%	216
2024 Q4	$4.55K	Buy	152 +2	+1%	+$60	﹤0.01%	222
2024 Q3	$4.54K	Buy	150 +2	+1%	+$60	﹤0.01%	227
2024 Q2	$4.4K	Buy	148 +2	+1%	+$59	﹤0.01%	225
2024 Q1	$4.36K	Buy	146 +1	+0.7%	+$30	﹤0.01%	226
2023 Q4	$4.33K	Buy	145 +2	+1%	+$59	﹤0.01%	222
2023 Q3	$4.19K	Buy	143 +1	+0.7%	+$29	﹤0.01%	226
2023 Q2	$4.18K	Hold	142	–	–	﹤0.01%	225
2023 Q1	$4.21K	Buy	+142	New	+$4.19K	﹤0.01%	226

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MB, Levis & Associates's SPSB Position: Q2 2025 in Review

MB, Levis & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 154 shares — an estimated $4.63K sold.

MB, Levis & Associates first reported a position in SPSB in Q1 2023 and held it in 9 quarters. The position peaked at $4.63K in Q1 2025. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

MB, Levis & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
MB, Levis & Associates sold 154 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $4.63K.
MB, Levis & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
MB, Levis & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.63K in Q1 2025.
561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.