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Trivant Custom Portfolio Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Trivant Custom Portfolio Group’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
Q2 		– Sell
-486
Closed -$14.6K – 193
2025
Q1 		$14.6K Sell
486
-537
-52% -$16.1K 0.01% 137
2024
Q4 		$30.5K Buy
1,023
+22
+2% +$659 0.02% 99
2024
Q3 		$30.3K Sell
1,001
-75
-7% -$2.25K 0.02% 99
2024
Q2 		$32K Buy
1,076
+40
+4% +$1.19K 0.02% 112
2024
Q1 		$30.8K Buy
1,036
+6
+0.6% +$179 0.02% 111
2023
Q4 		$30.7K Hold
1,030
– – 0.02% 128
2023
Q3 		$30.2K Hold
1,030
– – 0.02% 116
2023
Q2 		$30.3K Hold
1,030
– – 0.02% 131
2023
Q1 		$30.5K Buy
+1,030
New +$30.4K 0.02% 143

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return