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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richard W. Paul & Associates's SPSB Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 1,380 shares — an estimated $41.7K sold.

Richard W. Paul & Associates first reported a position in SPSB in Q4 2022 and held it in 11 quarters. The position peaked at $5.23M in Q3 2023. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Richard W. Paul & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1,380 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $41.7K.
Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Richard W. Paul & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.23M in Q3 2023.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.