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

Redmont Wealth 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 		$7.61K Hold
252
– – 0.01% 208
2025
Q3 		$7.63K Hold
252
– – 0.01% 216
2025
Q2 		$7.61K Hold
252
– – 0.01% 205
2025
Q1 		$7.58K Buy
+252
New +$7.55K 0.01% 117
2024
Q4 		– Sell
-252
Closed -$7.63K – 270
2024
Q3 		$7.63K Hold
252
– – 0.01% 204
2024
Q2 		$7.48K Buy
+252
New +$7.47K 0.01% 208

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

Redmont Wealth Advisors's SPSB Position: Q4 2025 in Review

Redmont Wealth Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q4 2025 at 252 shares worth $7.61K. The position accounts for 0.01% of the portfolio, ranked #208.

Redmont Wealth Advisors first reported a position in SPSB in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.63K in Q3 2025. 565 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Redmont Wealth Advisors held 252 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.61K as of Q4 2025.
  • Redmont Wealth Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #208 holding.
  • Redmont Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.63K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.