MAFA
SPSB icon

MJT & Associates Financial Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MJT & Associates Financial Advisory’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
-128
Closed -$3.88K – 473
2025
Q3 		$3.88K Sell
128
-1,123
-90% -$33.9K ﹤0.01% 330
2025
Q2 		$37.8K Hold
1,251
– – 0.05% 107
2025
Q1 		$37.7K Buy
+1,251
New +$37.5K 0.04% 110

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

MJT & Associates Financial Advisory's SPSB Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 128 shares — an estimated $3.88K sold.

MJT & Associates Financial Advisory first reported a position in SPSB in Q1 2025 and held it in 3 quarters. The position peaked at $37.8K in Q2 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 128 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $3.88K.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $37.8K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.