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Nalls Sherbakoff Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Nalls Sherbakoff Group’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 		$75.5K Hold
2,500
– – 0.05% 167
2025
Q3 		$75.7K Hold
2,500
– – 0.05% 168
2025
Q2 		$75.5K Buy
+2,500
New +$75K 0.05% 163

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

Nalls Sherbakoff Group's SPSB Position: Q4 2025 in Review

Nalls Sherbakoff Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q4 2025 at 2,500 shares worth $75.5K. The position accounts for 0.05% of the portfolio, ranked #167.

Nalls Sherbakoff Group first reported a position in SPSB in Q2 2025 and has held it in 3 quarters since. The position peaked at $75.7K in Q3 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Nalls Sherbakoff Group held 2,500 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $75.5K as of Q4 2025.
  • Nalls Sherbakoff Group left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #167 holding.
  • Nalls Sherbakoff Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Nalls Sherbakoff Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $75.7K 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 Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.