MLA
SPSB icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return