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Tilson Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Tilson Financial Group’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
-17,378
Closed -$525K – 78
2025
Q2 		$525K Sell
17,378
-2,479
-12% -$74.4K 0.2% 50
2025
Q1 		$598K Buy
19,857
+4,782
+32% +$143K 0.24% 46
2024
Q4 		$450K Sell
15,075
-3,291
-18% -$98.6K 0.18% 55
2024
Q3 		$556K Buy
18,366
+833
+5% +$25K 0.24% 47
2024
Q2 		$521K Sell
17,533
-57
-0.3% -$1.69K 0.53% 26
2024
Q1 		$524K Buy
17,590
+3,258
+23% +$96.9K 0.28% 48
2023
Q4 		$427K Sell
14,332
-731
-5% -$21.5K 0.27% 47
2023
Q3 		$442K Buy
15,063
+374
+3% +$11K 0.35% 45
2023
Q2 		$432K Buy
14,689
+111
+0.8% +$3.28K 0.73% 22
2023
Q1 		$432K Sell
14,578
-193
-1% -$5.69K 0.35% 43
2022
Q4 		$434K Buy
+14,771
New +$432K 0.37% 43

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tilson Financial Group's SPSB Position: Q3 2025 in Review

Tilson Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 17,378 shares — an estimated $525K sold.

Tilson Financial Group first reported a position in SPSB in Q4 2022 and held it in 11 quarters. The position peaked at $598K in Q1 2025. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Tilson Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Tilson Financial Group sold 17,378 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $525K.
  • Tilson Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Tilson Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $598K in Q1 2025.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Tilson Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.