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

Toth Financial Advisory’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
Q1 		– Sell
-623
Closed -$18.6K – 760
2024
Q4 		$18.6K Hold
623
– – ﹤0.01% 405
2024
Q3 		$18.9K Hold
623
– – ﹤0.01% 394
2024
Q2 		$18.5K Hold
623
– – ﹤0.01% 402
2024
Q1 		$18.5K Hold
623
– – ﹤0.01% 393
2023
Q4 		$18.6K Hold
623
– – ﹤0.01% 399
2023
Q3 		$18.3K Hold
623
– – ﹤0.01% 381
2023
Q2 		$18.3K Hold
623
– – ﹤0.01% 403
2023
Q1 		$18.5K Hold
623
– – ﹤0.01% 392
2022
Q4 		$18.3K Hold
623
– – ﹤0.01% 386
2022
Q3 		$18K Buy
+623
New +$18.5K ﹤0.01% 387

Other funds holding SPSB

Creative Planning
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $376B 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return