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

Pineridge 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	$3.6M	Sell	118,886 -13,208	-10%	-$398K	1.03%	9
2025 Q2	$3.99M	Sell	132,094 -12,038	-8%	-$361K	1.45%	6
2025 Q1	$4.34M	Sell	144,132 -11,897	-8%	-$356K	1.7%	6
2024 Q4	$4.66M	Sell	156,029 -8,520	-5%	-$255K	1.76%	9
2024 Q3	$4.98M	Sell	164,549 -7,822	-5%	-$235K	1.89%	12
2024 Q2	$5.12M	Sell	172,371 -22,421	-12%	-$664K	1.75%	8
2024 Q1	$5.8M	Sell	194,792 -31,988	-14%	-$952K	2.04%	11
2023 Q4	$6.75M	Buy	+226,780	New	+$6.67M	2.24%	9

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pineridge Advisors's SPSB Position: Q3 2025 in Review

Pineridge Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 10% in Q3 2025, selling an estimated $398K and leaving 118,886 shares worth $3.6M. The position accounts for 1.03% of the portfolio, ranked #9.

Pineridge Advisors first reported a position in SPSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.75M in Q4 2023. 554 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Pineridge Advisors held 118,886 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $3.6M as of Q3 2025.
Pineridge Advisors sold 13,208 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2025, an estimated $398K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 1.03% of Pineridge Advisors's portfolio in Q3 2025, its #9 holding.
Pineridge Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $6.75M in Q4 2023.
554 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.