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 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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trivant Custom Portfolio Group's SPSB Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 486 shares — an estimated $14.6K sold.

Trivant Custom Portfolio Group first reported a position in SPSB in Q1 2023 and held it in 9 quarters. The position peaked at $32K in Q2 2024. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 486 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $14.6K.
Trivant Custom Portfolio Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $32K in Q2 2024.
561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.