New Century Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

New Century Financial 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 Q3	–	Sell	-6,998	Closed	-$211K	–	112
2025 Q2	$211K	Sell	6,998 -22,085	-76%	-$663K	0.25%	103
2025 Q1	$875K	Sell	29,083 -2,962	-9%	-$88.7K	1.01%	24
2024 Q4	$957K	Sell	32,045 -7,906	-20%	-$237K	0.41%	64
2024 Q3	$1.21M	Buy	39,951 +3,461	+9%	+$104K	0.44%	54
2024 Q2	$1.08M	Buy	36,490 +16,941	+87%	+$502K	0.46%	54
2024 Q1	$582K	Sell	19,549 -5,989	-23%	-$178K	0.4%	85
2023 Q4	$761K	Buy	+25,538	New	+$752K	0.66%	47

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New Century Financial Group's SPSB Position: Q3 2025 in Review

New Century Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 6,998 shares — an estimated $211K sold.

New Century Financial Group first reported a position in SPSB in Q4 2023 and held it in 7 quarters. The position peaked at $1.21M in Q3 2024. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

New Century Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
New Century Financial Group sold 6,998 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $211K.
New Century Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
New Century Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.21M in Q3 2024.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.