Money Design’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Money Design’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	$3.12M	Buy	103,421 +45,676	+79%	+$1.37M	0.15%	50
2025 Q1	$1.74M	Sell	57,745 -45,563	-44%	-$1.36M	0.09%	64
2024 Q4	$3.08M	Sell	103,308 -10,472	-9%	-$314K	0.16%	53
2024 Q3	$3.44M	Buy	113,780 +3,266	+3%	+$98K	0.17%	55
2024 Q2	$3.28M	Sell	110,514 -9,680	-8%	-$287K	0.18%	61
2024 Q1	$3.58M	Sell	120,194 -71,805	-37%	-$2.14M	0.19%	61
2023 Q4	$5.72M	Sell	191,999 -64,499	-25%	-$1.9M	0.32%	51
2023 Q3	$7.52M	Buy	256,498 +5,264	+2%	+$155K	0.46%	48
2023 Q2	$7.4M	Sell	251,234 -14,621	-5%	-$432K	0.44%	54
2023 Q1	$7.88M	Buy	265,855 +12,194	+5%	+$360K	0.46%	56
2022 Q4	$7.45M	Buy	253,661 +14,177	+6%	+$415K	0.47%	61
2022 Q3	$7M	Buy	239,484 +3,353	+1%	+$99.5K	0.5%	56
2022 Q2	$7.02M	Buy	236,131 +44,836	+23%	+$1.34M	0.53%	52
2022 Q1	$5.76M	Buy	191,295 +9,584	+5%	+$292K	0.39%	60
2021 Q4	$5.62M	Buy	181,711 +8,907	+5%	+$277K	0.38%	55
2021 Q3	$5.4M	Buy	172,804 +50,955	+42%	+$1.59M	0.45%	42
2021 Q2	$3.81M	Buy	121,849 +7,758	+7%	+$243K	0.39%	38
2021 Q1	$3.57M	Buy	114,091 +19,693	+21%	+$617K	0.42%	36
2020 Q4	$2.96M	Buy	94,398 +51,305	+119%	+$1.61M	0.34%	39
2020 Q3	$1.35M	Buy	+43,093	New	+$1.35M	0.16%	43
2020 Q2	–	Sell	-63,475	Closed	-$1.92M	–	68
2020 Q1	$1.92M	Buy	63,475 +2,936	+5%	+$89.8K	0.34%	36
2019 Q4	$1.86M	Buy	60,539 +6,987	+13%	+$215K	0.33%	37
2019 Q3	$1.65M	Buy	53,552 +3,482	+7%	+$107K	0.35%	35
2019 Q2	$1.54M	Sell	50,070 -41	-0.1%	-$1.25K	0.37%	36
2019 Q1	$1.53M	Buy	+50,111	New	+$1.52M	0.41%	38

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Design's SPSB Position: Q2 2025 in Review

Money Design increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 79% in Q2 2025, buying an estimated $1.37M and bringing the position to 103,421 shares worth $3.12M. The position accounts for 0.15% of the portfolio, ranked #50.

Money Design first reported a position in SPSB in Q1 2019 and has held it in 25 quarters since. The position peaked at $7.88M in Q1 2023. 560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Money Design held 103,421 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.12M as of Q2 2025.
Money Design bought 45,676 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $1.37M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.15% of Money Design's portfolio in Q2 2025, its #50 holding.
Money Design first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
Money Design's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.88M in Q1 2023.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.