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

Traction Financial Partners’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	-7,568	Closed	-$228K	–	80
2025 Q2	$228K	Buy	+7,568	New	+$227K	0.15%	72
2025 Q1	–	Sell	-10,215	Closed	-$305K	–	60
2024 Q4	$305K	Sell	10,215 -1,370	-12%	-$41.1K	0.24%	47
2024 Q3	$351K	Sell	11,585 -250	-2%	-$7.5K	0.28%	42
2024 Q2	$355K	Sell	11,835 -2,263	-16%	-$67K	0.26%	42
2024 Q1	$417K	Sell	14,098 -10,856	-44%	-$323K	0.33%	38
2023 Q4	$743K	Buy	+24,954	New	+$734K	0.5%	28

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Traction Financial Partners's SPSB Position: Q3 2025 in Review

Traction Financial Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 7,568 shares — an estimated $228K sold.

Traction Financial Partners first reported a position in SPSB in Q4 2023 and held it in 6 quarters. The position peaked at $743K in Q4 2023. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Traction Financial Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Traction Financial Partners sold 7,568 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $228K.
Traction Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Traction Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $743K in Q4 2023.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Traction Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.