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

Prosperity Capital 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
Q4 		– Sell
-63,610
Closed -$1.93M – 445
2025
Q3 		$1.93M Buy
63,610
+4,846
+8% +$146K 0.11% 126
2025
Q2 		$1.77M Buy
58,764
+27,118
+86% +$814K 0.12% 129
2025
Q1 		$949K Sell
31,646
-525
-2% -$15.7K 0.08% 161
2024
Q4 		$961K Buy
32,171
+2,074
+7% +$62.2K 0.08% 160
2024
Q3 		$911K Buy
30,097
+11,921
+66% +$358K 0.08% 167
2024
Q2 		$540K Sell
18,176
-18,505
-50% -$548K 0.06% 192
2024
Q1 		$1.09M Sell
36,681
-10,333
-22% -$307K 0.13% 129
2023
Q4 		$1.4M Sell
47,014
-51,159
-52% -$1.51M 0.15% 77
2023
Q3 		$2.88M Buy
98,173
+11,609
+13% +$341K 0.38% 45
2023
Q2 		$2.55M Buy
86,564
+48,834
+129% +$1.44M 0.36% 50
2023
Q1 		$1.12M Buy
37,730
+19,514
+107% +$576K 0.17% 70
2022
Q4 		$535K Buy
+18,216
New +$533K 0.16% 92

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prosperity Capital Advisors's SPSB Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 63,610 shares — an estimated $1.93M sold.

Prosperity Capital Advisors first reported a position in SPSB in Q4 2022 and held it in 12 quarters. The position peaked at $2.88M in Q3 2023. 565 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 63,610 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $1.93M.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Prosperity Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.88M in Q3 2023.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.