RWPA
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Richard W. Paul & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-1,380
Closed -$41.7K – 342
2025
Q2 		$41.7K Hold
1,380
– – 0.02% 198
2025
Q1 		$41.5K Hold
1,380
– – 0.02% 199
2024
Q4 		$41.2K Hold
1,380
– – 0.02% 220
2024
Q3 		$41.8K Buy
1,380
+1,008
+271% +$30.2K 0.02% 222
2024
Q2 		$11K Sell
372
-406
-52% -$12K ﹤0.01% 299
2024
Q1 		$23.2K Sell
778
-145,148
-99% -$4.32M 0.01% 253
2023
Q4 		$4.35M Sell
145,926
-32,531
-18% -$957K 1.83% 9
2023
Q3 		$5.23M Buy
178,457
+46,904
+36% +$1.38M 2.39% 8
2023
Q2 		$3.87M Sell
131,553
-3,653
-3% -$108K 1.69% 13
2023
Q1 		$4.01M Sell
135,206
-837
-0.6% -$24.7K 1.84% 11
2022
Q4 		$4M Buy
+136,043
New +$3.98M 2.01% 9

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $376B 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return