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

SignatureFD’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 Q1	–	Sell	-149	Closed	-$4.45K	–	3435
2024 Q4	$4.45K	Buy	+149	New	+$4.47K	﹤0.01%	2645
2023 Q4	–	Sell	-750	Closed	-$22K	–	3266
2023 Q3	$22K	Sell	750 -450	-38%	-$13.2K	﹤0.01%	1803
2023 Q2	$35.3K	Sell	1,200 -1,534	-56%	-$45.3K	﹤0.01%	1606
2023 Q1	$81K	Sell	2,734 -500	-15%	-$14.8K	﹤0.01%	1143
2022 Q4	$95K	Sell	3,234 -2,111	-39%	-$61.8K	﹤0.01%	1030
2022 Q3	$156K	Buy	5,345 +855	+19%	+$25.4K	0.01%	757
2022 Q2	$133K	Buy	+4,490	New	+$134K	﹤0.01%	851
2021 Q1	–	Sell	-253	Closed	-$8K	–	2824
2020 Q4	$8K	Buy	+253	New	+$7.94K	﹤0.01%	1800
2020 Q1	–	Sell	-30	Closed	-$1K	–	2435
2019 Q4	$1K	Buy	+30	New	+$925	﹤0.01%	2105
2016 Q4	–	Sell	-461	Closed	-$14K	–	1069
2016 Q3	$14K	Buy	+461	New	+$14.2K	﹤0.01%	931

Other funds holding SPSB

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SignatureFD's SPSB Position: Q1 2025 in Review

SignatureFD sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 149 shares — an estimated $4.45K sold.

SignatureFD first reported a position in SPSB in Q3 2016 and held it in 10 quarters. The position peaked at $156K in Q3 2022. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

SignatureFD reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
SignatureFD sold 149 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $4.45K.
SignatureFD first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and held it in 10 quarters.
SignatureFD's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $156K in Q3 2022.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.