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

Total Wealth Planning’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
Q4 		– Sell
-69,515
Closed -$2.11M – 93
2025
Q3 		$2.11M Buy
69,515
+686
+1% +$20.7K 0.24% 47
2025
Q2 		$2.08M Sell
68,829
-7,514
-10% -$225K 0.26% 47
2025
Q1 		$2.3M Sell
76,343
-1,201
-2% -$36K 0.35% 37
2024
Q4 		$2.32M Buy
77,544
+125
+0.2% +$3.75K 0.36% 37
2024
Q3 		$2.34M Sell
77,419
-10,406
-12% -$312K 0.37% 37
2024
Q2 		$2.62M Sell
87,825
-21,526
-20% -$638K 0.43% 37
2024
Q1 		$3.26M Sell
109,351
-8,954
-8% -$266K 0.56% 36
2023
Q4 		$3.52M Sell
118,305
-8,352
-7% -$246K 0.64% 36
2023
Q3 		$3.71M Sell
126,657
-169
-0.1% -$4.96K 0.76% 29
2023
Q2 		$3.73M Sell
126,826
-1,589
-1% -$46.9K 0.78% 30
2023
Q1 		$3.8M Sell
128,415
-159
-0.1% -$4.69K 0.84% 30
2022
Q4 		$3.78M Buy
128,574
+113,321
+743% +$3.32M 0.94% 27
2022
Q3 		$446K Buy
+15,253
New +$453K 0.13% 60

Other funds holding SPSB

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

Total Wealth Planning's SPSB Position: Q4 2025 in Review

Total Wealth Planning sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 69,515 shares — an estimated $2.11M sold.

Total Wealth Planning first reported a position in SPSB in Q3 2022 and held it in 13 quarters. The position peaked at $3.8M in Q1 2023. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

  • Total Wealth Planning reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 69,515 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $2.11M.
  • Total Wealth Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 13 quarters.
  • Total Wealth Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.8M in Q1 2023.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.