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

Quantum Private Wealth’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
Q1 		– Sell
-12,364
Closed -$369K – 181
2024
Q4 		$369K Hold
12,364
– – 0.12% 133
2024
Q3 		$374K Hold
12,364
– – 0.13% 138
2024
Q2 		$367K Buy
+12,364
New +$366K 0.13% 135

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quantum Private Wealth's SPSB Position: Q1 2025 in Review

Quantum Private Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 12,364 shares — an estimated $369K sold.

Quantum Private Wealth first reported a position in SPSB in Q2 2024 and held it in 3 quarters. The position peaked at $374K in Q3 2024. 550 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Quantum Private Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 12,364 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $369K.
  • Quantum Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Quantum Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $374K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Quantum Private Wealth's 13F filing for Q1 2025, filed 13 May 2025.