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

Probity 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
2024
Q4 		– Sell
-39,100
Closed -$1.18M – 237
2024
Q3 		$1.18M Sell
39,100
-9,652
-20% -$290K 0.23% 82
2024
Q2 		$1.45M Sell
48,752
-59,023
-55% -$1.75M 0.3% 65
2024
Q1 		$3.21M Sell
107,775
-53,163
-33% -$1.58M 0.66% 34
2023
Q4 		$4.79M Sell
160,938
-116,941
-42% -$3.44M 1.04% 18
2023
Q3 		$8.15M Buy
277,879
+6,336
+2% +$186K 1.88% 11
2023
Q2 		$7.99M Buy
+271,543
New +$8.02M 1.75% 12
2022
Q4 		$7.9M Buy
268,849
+34,537
+15% +$1.01M 1.79% 11
2022
Q3 		$6.85M Sell
234,312
-2,236
-0.9% -$66.4K 1.7% 11
2022
Q2 		$7.03M Sell
236,548
-2,439
-1% -$72.9K 1.63% 11
2022
Q1 		$7.2M Sell
238,987
-210
-0.1% -$6.41K 1.49% 12
2021
Q4 		$7.41M Buy
239,197
+3,147
+1% +$97.8K 1.47% 12
2021
Q3 		$7.38M Buy
236,050
+15,178
+7% +$475K 1.52% 12
2021
Q2 		$6.91M Buy
220,872
+14,282
+7% +$447K 1.46% 12
2021
Q1 		$6.47M Buy
+206,590
New +$6.48M 1.44% 12
2020
Q3 		$6.02M Buy
191,784
+8,983
+5% +$282K 1.7% 12
2020
Q2 		$5.73M Buy
182,801
+1,559
+0.9% +$48.3K 1.78% 12
2020
Q1 		$5.48M Sell
181,242
-1,085
-0.6% -$33.2K 2.01% 12
2019
Q4 		$5.62M Buy
182,327
+4,224
+2% +$130K 1.7% 13
2019
Q3 		$5.49M Buy
178,103
+3,258
+2% +$100K 1.78% 14
2019
Q2 		$5.38M Buy
174,845
+812
+0.5% +$24.8K 1.79% 14
2019
Q1 		$5.32M Buy
174,033
+5,812
+3% +$176K 1.83% 14
2018
Q4 		$5.07M Buy
168,221
+26,045
+18% +$783K 1.88% 14
2018
Q3 		$4.29M Buy
142,176
+16,977
+14% +$512K 1.39% 15
2018
Q2 		$3.78M Buy
125,199
+21,208
+20% +$639K 1.33% 17
2018
Q1 		$3.14M Buy
103,991
+58,294
+128% +$1.76M 1.09% 22
2017
Q4 		$1.39M Buy
+45,697
New +$1.4M 0.49% 43

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Probity Advisors's SPSB Position: Q4 2024 in Review

Probity Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 39,100 shares — an estimated $1.18M sold.

Probity Advisors first reported a position in SPSB in Q4 2017 and held it in 26 quarters. The position peaked at $8.15M in Q3 2023. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Probity Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Probity Advisors sold 39,100 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $1.18M.
  • Probity Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and held it in 26 quarters.
  • Probity Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.15M in Q3 2023.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Probity Advisors's 13F filing for Q4 2024, filed 5 Mar 2025.