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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Toth Financial Advisory's SPSB Position: Q1 2025 in Review

Toth Financial Advisory sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 623 shares — an estimated $18.6K sold.

Toth Financial Advisory first reported a position in SPSB in Q3 2022 and held it in 10 quarters. The position peaked at $18.9K in Q3 2024. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Toth Financial Advisory reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 623 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $18.6K.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Toth Financial Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $18.9K in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.