TFP
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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

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VA
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Morgan Stanley
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $528B AUM 27.57% 1-Year Est. Return