U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

U.S. Capital Wealth Advisors’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	-89,982	Closed	-$2.73M	–	1031
2025 Q3	$2.73M	Buy	+89,982	New	+$2.71M	0.07%	261
2023 Q1	–	Sell	-307	Closed	-$9.02K	–	1405
2022 Q4	$9.02K	Buy	+307	New	+$8.98K	﹤0.01%	1286

Other funds holding SPSB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

U.S. Capital Wealth Advisors's SPSB Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2025, closing a stake of 89,982 shares — an estimated $2.73M sold.

U.S. Capital Wealth Advisors first reported a position in SPSB in Q4 2022 and held it in 2 quarters. The position peaked at $2.73M in Q3 2025. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 89,982 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $2.73M.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.73M in Q3 2025.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.