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

Talon Private 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 		$43.8K Buy
+1,450
New +$43.5K 0.01% 207
2025
Q1 		– Sell
-725
Closed -$21.6K – 281
2024
Q4 		$21.6K Hold
725
– – ﹤0.01% 188
2024
Q3 		$22K Buy
+725
New +$21.8K ﹤0.01% 131

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Talon Private Wealth's SPSB Position: Q2 2025 in Review

Talon Private Wealth opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025: 1,450 shares worth $43.8K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in SPSB as recently as Q4 2024.

Talon Private Wealth first reported a position in SPSB in Q3 2024 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Talon Private Wealth held 1,450 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $43.8K as of Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Talon Private Wealth position in Q2 2025.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #207 holding.
  • Talon Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.