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 Overland Park, Kansas $171B AUM 24.68% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Consulting's SPSB Position: Q3 2025 in Review

Stephens Consulting sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 872 shares — an estimated $26.3K sold.

Stephens Consulting first reported a position in SPSB in Q1 2022 and held it in 7 quarters. The position peaked at $102K in Q3 2024. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Stephens Consulting reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 872 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $26.3K.
Stephens Consulting first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Stephens Consulting's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $102K in Q3 2024.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.