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

Wellington Wealth Strategies’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
2024 Q4	$2.77M	Sell	92,773 -18,175	-16%	-$545K	2.53%	10
2024 Q3	$3.33M	Buy	+110,948	New	+$3.33M	2.53%	11
2024 Q2	–	Sell	-67,850	Closed	-$2.02M	–	160
2024 Q1	$2.02M	Sell	67,850 -4,559	-6%	-$136K	0.94%	27
2023 Q4	$2.16M	Buy	+72,409	New	+$2.13M	1.82%	17
2020 Q4	$2.16M	Buy	+72,409	New	+$2.27M	1.82%	17

Other funds holding SPSB

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Wealth Strategies's SPSB Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 16% in Q4 2024, selling an estimated $545K and leaving 92,773 shares worth $2.77M. The position accounts for 2.53% of the portfolio, ranked #10.

Wellington Wealth Strategies first reported a position in SPSB in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.33M in Q3 2024. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Wellington Wealth Strategies held 92,773 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.77M as of Q4 2024.
Wellington Wealth Strategies sold 18,175 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $545K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.53% of Wellington Wealth Strategies's portfolio in Q4 2024, its #10 holding.
Wellington Wealth Strategies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
Wellington Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.33M in Q3 2024.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.