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Optimum Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Optimum Investment Advisors’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 		$100K Hold
3,300
– – 0.04% 263
2025
Q2 		$99.6K Hold
3,300
– – 0.04% 253
2025
Q1 		$99.3K Hold
3,300
– – 0.05% 245
2024
Q4 		$98.5K Hold
3,300
– – 0.04% 254
2024
Q3 		$99.9K Hold
3,300
– – 0.04% 275
2024
Q2 		$98K Hold
3,300
– – 0.04% 269
2024
Q1 		$98.2K Hold
3,300
– – 0.05% 269
2023
Q4 		$98.3K Sell
3,300
-1,700
-34% -$50K 0.05% 263
2023
Q3 		$147K Hold
5,000
– – 0.08% 210
2023
Q2 		$147K Sell
5,000
-1,711
-25% -$50.5K 0.07% 226
2023
Q1 		$199K Sell
6,711
-5,589
-45% -$165K 0.1% 178
2022
Q4 		$361K Sell
12,300
-1,625
-12% -$47.6K 0.2% 124
2022
Q3 		$407K Hold
13,925
– – 0.22% 104
2022
Q2 		$414K Buy
13,925
+3,300
+31% +$98.6K 0.21% 112
2022
Q1 		$320K Sell
10,625
-308
-3% -$9.4K 0.13% 151
2021
Q4 		$339K Hold
10,933
– – 0.13% 155
2021
Q3 		$342K Sell
10,933
-12,892
-54% -$403K 0.14% 148
2021
Q2 		$746K Sell
23,825
-12,970
-35% -$406K 0.23% 91
2021
Q1 		$1.15M Sell
36,795
-700
-2% -$21.9K 0.34% 65
2020
Q4 		$1.18M Buy
37,495
+2,970
+9% +$93.2K 0.36% 62
2020
Q3 		$1.08M Buy
34,525
+1,500
+5% +$47.1K 0.36% 63
2020
Q2 		$1.03M Buy
33,025
+5,175
+19% +$160K 0.36% 63
2020
Q1 		$842K Sell
27,850
-1,450
-5% -$44.3K 0.35% 67
2019
Q4 		$904K Buy
29,300
+9,100
+45% +$281K 0.27% 97
2019
Q3 		$623K Buy
+20,200
New +$622K 0.2% 130
2018
Q4 		– Sell
-600
Closed -$18K – 1028
2018
Q3 		$18K Hold
600
– – 0.01% 752
2018
Q2 		$18K Hold
600
– – 0.01% 756
2018
Q1 		$18K Buy
+600
New +$18.2K 0.01% 727
2015
Q1 		$71K Buy
2,300
+600
+35% +$18.4K 0.02% 437
2014
Q4 		$52K Sell
1,700
-124
-7% -$3.8K 0.02% 494
2014
Q3 		$56K Sell
1,824
-126
-6% -$3.87K 0.02% 458
2014
Q2 		$60K Hold
1,950
– – 0.02% 443
2014
Q1 		$60K Hold
1,950
– – 0.02% 375
2013
Q4 		$60K Hold
1,950
– – 0.02% 373
2013
Q3 		$60K Buy
+1,950
New +$59.7K 0.02% 349

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Optimum Investment Advisors's SPSB Position: Q3 2025 in Review

Optimum Investment Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2025 at 3,300 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #263.

Optimum Investment Advisors first reported a position in SPSB in Q3 2013 and has held it in 35 quarters since. The position peaked at $1.18M in Q4 2020. 547 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Optimum Investment Advisors held 3,300 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $100K as of Q3 2025.
  • Optimum Investment Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #263 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and has held it in 35 quarters since.
  • Optimum Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.18M in Q4 2020.
  • 547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.