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McCarthy Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

McCarthy Asset 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 		– Sell
-895,438
Closed -$27.1M – 29
2025
Q3 		$27.1M Buy
895,438
+14,435
+2% +$435K 17.41% 1
2025
Q2 		$26.6M Buy
881,003
+101,286
+13% +$3.04M 18.07% 1
2025
Q1 		$23.5M Sell
779,717
-1,497
-0.2% -$44.8K 17% 3
2024
Q4 		$23.3M Buy
781,214
+133,943
+21% +$4.01M 16.46% 3
2024
Q3 		$19.6M Buy
647,271
+6,299
+1% +$189K 12.19% 3
2024
Q2 		$19M Buy
+640,972
New +$19M 11.22% 4

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 $424B AUM 22.94% 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

McCarthy Asset Management's SPSB Position: Q4 2025 in Review

McCarthy Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 895,438 shares — an estimated $27.1M sold.

McCarthy Asset Management first reported a position in SPSB in Q2 2024 and held it in 6 quarters. The position peaked at $27.1M in Q3 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • McCarthy Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy Asset Management sold 895,438 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $27.1M.
  • McCarthy Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
  • McCarthy Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $27.1M in Q3 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.