SC
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Stephens Consulting’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stephens Consulting’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
-872
Closed -$26.3K – 1053
2025
Q2 		$26.3K Sell
872
-1,187
-58% -$35.6K 0.01% 244
2025
Q1 		$62K Sell
2,059
-1,069
-34% -$32K 0.02% 171
2024
Q4 		$93.4K Sell
3,128
-253
-7% -$7.58K 0.02% 148
2024
Q3 		$102K Buy
3,381
+48
+1% +$1.44K 0.03% 135
2024
Q2 		$99K Buy
+3,333
New +$98.7K 0.03% 132
2022
Q3 		– Sell
-1,113
Closed -$33.1K – 569
2022
Q2 		$33.1K Sell
1,113
-1,421
-56% -$42.5K 0.03% 208
2022
Q1 		$76.3K Buy
+2,534
New +$77.3K 0.06% 154

Other funds holding SPSB

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