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

TritonPoint Wealth’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	-38,913	Closed	-$1.18M	–	340
2025 Q3	$1.18M	Buy	38,913 +1,747	+5%	+$52.7K	0.1%	141
2025 Q2	$1.12M	Sell	37,166 -1,182	-3%	-$35.5K	0.1%	149
2025 Q1	$1.15M	Sell	38,348 -583	-1%	-$17.5K	0.11%	144
2024 Q4	$1.16M	Sell	38,931 -7	-0%	-$210	0.11%	139
2024 Q3	$1.18M	Sell	38,938 -1,242	-3%	-$37.3K	0.11%	141
2024 Q2	$1.19M	Buy	40,180 +3,664	+10%	+$109K	0.11%	135
2024 Q1	$1.14M	Sell	36,516 -1,686	-4%	-$50.2K	0.12%	137
2023 Q4	$1.14M	Buy	+38,202	New	+$1.12M	0.11%	140

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

TritonPoint Wealth's SPSB Position: Q4 2025 in Review

TritonPoint Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 38,913 shares — an estimated $1.18M sold.

TritonPoint Wealth first reported a position in SPSB in Q4 2023 and held it in 8 quarters. The position peaked at $1.19M in Q2 2024. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

TritonPoint Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 38,913 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $1.18M.
TritonPoint Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.19M in Q2 2024.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.