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PFG Private Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

PFG Private Wealth 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
Q4 		– Sell
-11,370
Closed -$344K – 133
2025
Q3 		$344K Buy
+11,370
New +$343K 0.15% 86

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

PFG Private Wealth Management's SPSB Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 11,370 shares — an estimated $344K sold.

PFG Private Wealth Management first reported a position in SPSB in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 11,370 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $344K.
  • PFG Private Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $344K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.