Scott Marsh Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Scott Marsh Financial’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 Q2	$324K	Buy	+10,725	New	+$322K	0.12%	194

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scott Marsh Financial's SPSB Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025: 10,725 shares worth $324K. The stake represents 0.12% of the portfolio and ranks #194 among its holdings.

560 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Scott Marsh Financial held 10,725 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $324K as of Q2 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Scott Marsh Financial position in Q2 2025.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of Scott Marsh Financial's portfolio in Q2 2025, its #194 holding.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.