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

Orion Portfolio 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 		$4.15M Sell
137,934
-15,284
-10% -$458K 0.04% 406
2024
Q4 		$4.58M Buy
153,218
+6,301
+4% +$189K 0.05% 356
2024
Q3 		$4.45M Buy
+146,917
New +$4.41M 0.04% 365
2024
Q2 		– Sell
-12,344
Closed -$367K – 1792
2024
Q1 		$367K Sell
12,344
-2,525
-17% -$75.1K ﹤0.01% 1390
2023
Q4 		$442K Buy
14,869
+1,350
+10% +$39.7K 0.01% 1263
2023
Q3 		$396K Sell
13,519
-2,201
-14% -$64.6K ﹤0.01% 1288
2023
Q2 		$463K Buy
15,720
+1,722
+12% +$50.8K ﹤0.01% 1242
2023
Q1 		$415K Buy
13,998
+5,468
+64% +$161K 0.01% 1205
2022
Q4 		$251K Buy
+8,530
New +$250K 0.01% 713
2022
Q3 		– Sell
-6,805
Closed -$202K – 753
2022
Q2 		$202K Buy
+6,805
New +$203K 0.01% 659
2022
Q1 		– Sell
-12,462
Closed -$386K – 755
2021
Q4 		$386K Buy
12,462
+4,608
+59% +$143K 0.01% 502
2021
Q3 		$245K Buy
7,854
+1,152
+17% +$36K 0.01% 572
2021
Q2 		$210K Buy
+6,702
New +$210K 0.01% 585
2020
Q3 		– Sell
-432
Closed -$14K – 1817
2020
Q2 		$14K Sell
432
-80
-16% -$2.48K ﹤0.01% 1082
2020
Q1 		$15K Sell
512
-65,099
-99% -$1.99M ﹤0.01% 940
2019
Q4 		$2.02M Buy
+65,611
New +$2.02M 0.16% 93

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's SPSB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q1 2025, selling an estimated $458K and leaving 137,934 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #406.

Orion Portfolio Solutions first reported a position in SPSB in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.58M in Q4 2024. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Orion Portfolio Solutions held 137,934 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.15M as of Q1 2025.
  • Orion Portfolio Solutions sold 15,284 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $458K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #406 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.58M in Q4 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.