Ridgewood Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Ridgewood Investments’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	-209	Closed	-$6.31K	–	615
2025 Q2	$6.31K	Hold	209	–	–	﹤0.01%	571
2025 Q1	$6.29K	Hold	209	–	–	﹤0.01%	535
2024 Q4	$6.24K	Hold	209	–	–	﹤0.01%	551
2024 Q3	$6.33K	Sell	209 -6	-3%	-$180	﹤0.01%	561
2024 Q2	$6.37K	Buy	+215	New	+$6.37K	﹤0.01%	566
2023 Q3	–	Sell	-215	Closed	-$6.32K	–	671
2023 Q2	$6.32K	Hold	215	–	–	﹤0.01%	566
2023 Q1	$6.36K	Buy	+215	New	+$6.34K	﹤0.01%	569

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 22.9% 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

Ridgewood Investments's SPSB Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 209 shares — an estimated $6.31K sold.

Ridgewood Investments first reported a position in SPSB in Q1 2023 and held it in 7 quarters. The position peaked at $6.37K in Q2 2024. 549 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 209 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $6.31K.
Ridgewood Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.37K in Q2 2024.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.