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Running Point Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Running Point Capital 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 		$735K Buy
24,328
+5,253
+28% +$159K 0.2% 69
2025
Q3 		$578K Buy
19,075
+4,749
+33% +$143K 0.15% 80
2025
Q2 		$433K Sell
14,326
-1,432
-9% -$43K 0.12% 86
2025
Q1 		$474K Sell
15,758
-4,940
-24% -$148K 0.15% 79
2024
Q4 		$618K Buy
20,698
+113
+0.5% +$3.39K 0.21% 58
2024
Q3 		$623K Buy
20,585
+368
+2% +$11K 0.24% 54
2024
Q2 		$600K Buy
20,217
+537
+3% +$15.9K 0.25% 54
2024
Q1 		$586K Buy
19,680
+2,169
+12% +$64.5K 0.26% 54
2023
Q4 		$521K Buy
17,511
+15,598
+815% +$459K 0.25% 56
2023
Q3 		$56.1K Buy
1,913
+958
+100% +$28.1K 0.03% 114
2023
Q2 		$28.1K Hold
955
– – 0.02% 123
2023
Q1 		$28.3K Buy
955
+93
+11% +$2.74K 0.02% 122
2022
Q4 		$25.3K Buy
+862
New +$25.2K 0.02% 180

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Running Point Capital Advisors's SPSB Position: Q4 2025 in Review

Running Point Capital Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 28% in Q4 2025, buying an estimated $159K and bringing the position to 24,328 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #69.

Running Point Capital Advisors first reported a position in SPSB in Q4 2022 and has held it in 13 quarters since. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Running Point Capital Advisors held 24,328 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $735K as of Q4 2025.
  • Running Point Capital Advisors bought 5,253 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $159K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.2% of Running Point Capital Advisors's portfolio in Q4 2025, its #69 holding.
  • Running Point Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.