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

SMART Wealth’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	–	Sell	-7,153	Closed	-$215K	–	194
2025 Q1	$215K	Sell	7,153 -7,693	-52%	-$230K	0.08%	147
2024 Q4	$443K	Sell	14,846 -31,654	-68%	-$949K	0.16%	111
2024 Q3	$1.41M	Sell	46,500 -13,668	-23%	-$410K	0.55%	44
2024 Q2	$1.79M	Sell	60,168 -8,600	-13%	-$255K	0.72%	40
2024 Q1	$2.05M	Buy	68,768 +33,812	+97%	+$1.01M	0.92%	29
2023 Q4	$1.04M	Sell	34,956 -9,857	-22%	-$290K	0.57%	36
2023 Q3	$1.31M	Buy	44,813 +1,167	+3%	+$34.3K	0.99%	32
2023 Q2	$1.28M	Buy	43,646 +5,050	+13%	+$149K	0.97%	29
2023 Q1	$1.14M	Sell	38,596 -138,913	-78%	-$4.1M	1.01%	32
2022 Q4	$5.22M	Buy	+177,509	New	+$5.2M	3.92%	3

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SMART Wealth's SPSB Position: Q2 2025 in Review

SMART Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 7,153 shares — an estimated $215K sold.

SMART Wealth first reported a position in SPSB in Q4 2022 and held it in 10 quarters. The position peaked at $5.22M in Q4 2022. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

SMART Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 7,153 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $215K.
SMART Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
SMART Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.22M in Q4 2022.
561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.