O'Shaughnessy Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

O'Shaughnessy Asset Management’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 Q2	–	Sell	-1	Closed	-$30	–	2494
2025 Q1	$30	Sell	1 -298	-100%	-$8.93K	﹤0.01%	2288
2024 Q4	$8.93K	Hold	299	–	–	﹤0.01%	2069
2024 Q3	$8.99K	Hold	299	–	–	﹤0.01%	2002
2024 Q2	$8.88K	Buy	+299	New	+$8.86K	﹤0.01%	1841
2024 Q1	–	Sell	-264	Closed	-$7.86K	–	1928
2023 Q4	$7.86K	Hold	264	–	–	﹤0.01%	1660
2023 Q3	$7.74K	Buy	+264	New	+$7.75K	﹤0.01%	1552

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

O'Shaughnessy Asset Management's SPSB Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 1 share — an estimated $30 sold.

O'Shaughnessy Asset Management first reported a position in SPSB in Q3 2023 and held it in 6 quarters. The position peaked at $8.99K in Q3 2024. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

O'Shaughnessy Asset Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1 State Street SPDR Portfolio Short Term Corporate Bond ETF share in Q2 2025, an estimated $30.
O'Shaughnessy Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
O'Shaughnessy Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.99K in Q3 2024.
562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.