Obsidian Personal Planning Solutions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Obsidian Personal Planning Solutions’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 Q1	–	Sell	-7,375	Closed	-$221K	–	113
2024 Q4	$221K	Buy	+7,375	New	+$221K	0.11%	94
2024 Q3	–	Sell	-352,475	Closed	-$10.5M	–	106
2024 Q2	$10.5M	Buy	352,475 +14,557	+4%	+$431K	6.39%	3
2024 Q1	$10M	Sell	337,918 -65,064	-16%	-$1.94M	6.56%	3
2023 Q4	$12M	Buy	402,982 +9,260	+2%	+$273K	9.13%	1
2023 Q3	$11.5M	Buy	+393,722	New	+$11.6M	9.86%	1

Other funds holding SPSB

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPSB Position: Q1 2025 in Review

Obsidian Personal Planning Solutions sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 7,375 shares — an estimated $221K sold.

Obsidian Personal Planning Solutions first reported a position in SPSB in Q3 2023 and held it in 5 quarters. The position peaked at $12M in Q4 2023. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Obsidian Personal Planning Solutions reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 7,375 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $221K.
Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Obsidian Personal Planning Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12M in Q4 2023.
550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2025, filed 16 May 2025.